Ryan F Kavois

Employer firm

Brickwork Financial Planning, Ltd CRD 288982

35 advisory clients

Reported services (Item 5G)

Financial planning
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Brickwork Financial Planning, Ltd

10710 W. 143Rd Street Suite 12, Orland Park, IL 60462 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2018-04-25

IL RA
APPROVED

Since 2018-04-25

Branch Locations

10710 W. 143Rd Street Suite 12, Orland Park, IL 60462 • United States

4Wealth Advisors, Inc.

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2017-07-31

IL RA
APPROVED

Since 2017-07-31

Branch Locations

10710 W. 143Rd Street Suite 12`, Orland Park, IL 60462 • United States

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Investment Planners, Inc	Decatur	IL	11/2009	07/2017
Ipi Asset Management, Inc	Decatur	IL	11/2009	07/2017
4Wealth Advisors, Inc.	Burr Ridge	IL	07/2017	Present
Brickwork Financial Planning, Ltd	Orland Park	IL	12/2009	Present
Brickwork Financial Planning, Ltd.	Orland Park	IL	04/2018	Present

11/2009 → 07/2017

Investment Planners, Inc

Decatur, IL
11/2009 → 07/2017

Ipi Asset Management, Inc

Decatur, IL
07/2017 → Present

4Wealth Advisors, Inc.

Burr Ridge, IL
12/2009 → Present

Brickwork Financial Planning, Ltd

Orland Park, IL
04/2018 → Present

Brickwork Financial Planning, Ltd.

Orland Park, IL

Previous Registrations

2009-11-24 → 2017-08-01

Ipi Wealth Management, Inc.

Orland Park, IL

Orland Park, IL
2008-01-01 → 2009-08-28

Wells Fargo Clearing Services, Llc

Palos Heights, IL
2006-07-24 → 2008-01-01

A. G. Edwards & Sons, Inc.

Palos Heights, IL

St. Louis, MO

Other Businesses

Insurance Sales- Brokerage Unlimited, 11433 Olde Cabin Rd, Third Floor, St. Louis MO 63141, less than one hour during trading hours. Brickwork Financial Planning Ltd., Secretary/Treasurer/Owner since January 2010. 10760 West 143rd Street, Suite 62, Orland Park, IL 60462. DBA for financial services. 160 hours per month/8 during market hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-21

S66 Uniform Combined State Law Examination

2006-07-21

Designations

Certified Financial Planner

View on SEC IAPD