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Julia Brittany Shinneman

Shinneman Wealth Group

Northbrook, IL

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Current Employers
Shinneman Wealth Group

950 Skokie Blvd., Suite 307, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-07
IN RA APPROVED 2025-02-07
TX RA APPROVED 2025-02-07
  • IL RA
    APPROVED
    Since 2025-02-07
  • IN RA
    APPROVED
    Since 2025-02-07
  • TX RA
    APPROVED
    Since 2025-02-07

Branch Locations

950 Skokie Blvd., Suite 307, Northbrook, IL 60062 • 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
Stonybrook Center Wheaton IL 08/2016 04/2017
N/A Mount Prospect IL 04/2017 08/2017
Shinneman Wealth Group Skokie & Northbrook IL 08/2017 02/2025
Shinneman Wealth Group Skokie & Northbrook IL 02/2025 Present
Shinneman And Associates Ltd Skokie & Northbrook IL 11/2022 Present
Positive Mental Wealth Llc Skokie & Northbrook IL 03/2020 Present
  • 08/2016 → 04/2017
    Stonybrook Center
    Wheaton, IL
  • 04/2017 → 08/2017
    N/A
    Mount Prospect, IL
  • 08/2017 → 02/2025
    Shinneman Wealth Group
    Skokie & Northbrook, IL
  • 02/2025 → Present
    Shinneman Wealth Group
    Skokie & Northbrook, IL
  • 11/2022 → Present
    Shinneman And Associates Ltd
    Skokie & Northbrook, IL
  • 03/2020 → Present
    Positive Mental Wealth Llc
    Skokie & Northbrook, IL
Other Businesses

LICENSED INSURANCE AGENT. ORG NAME: SHINNEMAN AND ASSOCIATES LTD | INVST REL: YES| ORG ADDR: SKOKIE & NORTHBROOK, IL| TITLE: AGENT | START DT: 11/2022| APPROX TIME SPENT: 40% | DUTIES: OFFERING INSURANCE PRODUCTS. FINANCIAL COACH. ORG NAME: POSITIVE MENTAL WEALTH LLC| INVST REL: NO| ORG ADDR: SKOKIE & NORTHBROOK, IL| TITLE: OWNER| START DT: 03/2025| APPROX TIME SPENT: 1-2 HOURS/MONTH | DUTIES: PROVIDES HOLISTIC FINANCIAL AND WELLNESS COACHING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-03
  • S65 Uniform Investment Adviser Law Examination
    2025-02-03

View on SEC IAPD

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Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

More in Northbrook, IL

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