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Fiona Waller

Childfree Wealth

Lake Forest, IL

Mount Juliet, TN

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Current Employers
Childfree Wealth

Mount Juliet, TN • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-13
  • IL RA
    APPROVED
    Since 2024-08-13

Branch Locations

Lake Forest, IL • United States

Mount Juliet, TN • 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
OrganizationCityStateFromTo
Childfree Wealth Mount Juliet TN 07/2024 Present
Self Employed Lake Forest IL 06/2022 07/2024
Self Employed St. Louis MO 06/2021 06/2022
Youth In Need St. Louis MO 06/2020 06/2021
Washington University In St. Louis St. Louis MO 06/2018 06/2020
Ucp Heartland St. Louis MO 10/2017 06/2018
Unemployed St. Louis MO 05/2017 10/2017
Principia College Alton IL 08/2014 05/2017
  • 07/2024 → Present
    Childfree Wealth
    Mount Juliet, TN
  • 06/2022 → 07/2024
    Self Employed
    Lake Forest, IL
  • 06/2021 → 06/2022
    Self Employed
    St. Louis, MO
  • 06/2020 → 06/2021
    Youth In Need
    St. Louis, MO
  • 06/2018 → 06/2020
    Washington University In St. Louis
    St. Louis, MO
  • 10/2017 → 06/2018
    Ucp Heartland
    St. Louis, MO
  • 05/2017 → 10/2017
    Unemployed
    St. Louis, MO
  • 08/2014 → 05/2017
    Principia College
    Alton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-03-11

View on SEC IAPD

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