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Michael Jaeger Mcevoy

4Wealth Advisors, Inc.

Burr Ridge, IL

CRD 8123059

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Employer firm

4Wealth Advisors, Inc. CRD 129727

$275M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
4Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-25
  • IL RA
    APPROVED
    Since 2025-06-25

Branch Locations

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
OrganizationCityStateFromTo
Cary Grove High School Cary IL 06/2015 05/2019
True Value Company Cary IL 06/2020 07/2021
Tusculum University Greenville TN 08/2019 05/2020
Liberty University Lynchburg VA 08/2020 05/2023
Liberty University Lynchburg VA 09/2021 11/2021
Plan A Wealth Management Lincoln NE 05/2022 07/2022
Liberty University Lynchburg VA 07/2022 05/2023
4Wealth Financial Group Burr Ridge IL 06/2023 Present
  • 06/2015 → 05/2019
    Cary Grove High School
    Cary, IL
  • 06/2020 → 07/2021
    True Value Company
    Cary, IL
  • 08/2019 → 05/2020
    Tusculum University
    Greenville, TN
  • 08/2020 → 05/2023
    Liberty University
    Lynchburg, VA
  • 09/2021 → 11/2021
    Liberty University
    Lynchburg, VA
  • 05/2022 → 07/2022
    Plan A Wealth Management
    Lincoln, NE
  • 07/2022 → 05/2023
    Liberty University
    Lynchburg, VA
  • 06/2023 → Present
    4Wealth Financial Group
    Burr Ridge, IL
Other Businesses

Interviewee LLC; not investment-related; Illinois; AI-powered job interview preparation platform; CEO; start date 03/2025; 15 hours/month; no hours during securities trading hours; management & marketing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20

View on SEC IAPD

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