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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-27 |
| KS | RA | APPROVED | 2026-01-27 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
139 River Vista Place Suite 202, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jantz Ventures, Llc | Twin Falls | ID | 04/2013 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 01/2026 | Present |
| Jantz Wealth Solutions | Twin Falls | ID | 01/2026 | Present |
The name of the other business is Global Financial Impact (GFI). The business is investment related. The home office address is 5687 Silver Creek Valley Rd #65, San Jose, CA 95138. The nature of the business is life insurance and annuity sales. My position is life insurance agent as a sole proprietor. I started working for GFI in January of 2024. The approximate number of hours per month I devote to this business is 100-120. I devote 3-4 hours to this business during securities trading hours. My duties is assisting clients with the purchase of life insurance and annuities and also training other life agents to do the same.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
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