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Inactive

Cole Robert Barkocy

Assured Advisory Group, LLC

East Dundee, IL

CRD 8147682

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Employer firm

Assured Advisory Group, LLC CRD 316449

$87.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Assured Advisory Group, Llc

1141 East Main Street Suite 215, East Dundee, IL 60118-2440 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-13
  • IL RA
    APPROVED
    Since 2025-08-13

Branch Locations

1141 East Main Street Suite 215, East Dundee, IL 60118-2440 • 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
Student Crystal Lake IL 08/2013 05/2017
Student Peoria IL 08/2017 05/2018
Flight Student Lake In The Hills IL 05/2018 08/2018
Student Richmond KY 08/2018 08/2021
Eastern Kentucky University Richmond KY 08/2020 11/2021
Republic Airways Indianapolis IN 12/2021 08/2023
Assured Concepts Group, Ltd East Dundee IL 04/2025 Present
Spirit Airlines Dania Beach FL 09/2023 05/2026
Assured Advisory Group, Llc East Dundee IL 08/2025 Present
  • 08/2013 → 05/2017
    Student
    Crystal Lake, IL
  • 08/2017 → 05/2018
    Student
    Peoria, IL
  • 05/2018 → 08/2018
    Flight Student
    Lake In The Hills, IL
  • 08/2018 → 08/2021
    Student
    Richmond, KY
  • 08/2020 → 11/2021
    Eastern Kentucky University
    Richmond, KY
  • 12/2021 → 08/2023
    Republic Airways
    Indianapolis, IN
  • 04/2025 → Present
    Assured Concepts Group, Ltd
    East Dundee, IL
  • 09/2023 → 05/2026
    Spirit Airlines
    Dania Beach, FL
  • 08/2025 → Present
    Assured Advisory Group, Llc
    East Dundee, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12

View on SEC IAPD

Nearby Firms

JAMES T. BORELLO & CO.
STRATEGIC ASSET MANAGEMENT LLC.
INDEPENDENT FINANCIAL GROUP, LLC

Nearby Investors

Daniel James Borello
MICHAEL THOMAS SPEZIALE
Chad Douglas Anderson

Nearby Offices

JAMES T. BORELLO & CO. · EAST DUNDEE, IL
STRATEGIC ASSET MANAGEMENT LLC. · East Dundee, IL
INDEPENDENT FINANCIAL GROUP, LLC · DUNDEE, IL

More in East Dundee, IL

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