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Current Employers
Strategic Investment Solutions, Inc.

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-11
AZ RA APPROVED 2019-02-26
IL RA APPROVED 2007-03-23
TX RA APPROVED 2007-03-23
  • WI RA
    APPROVED
    Since 2025-11-11
  • AZ RA
    APPROVED
    Since 2019-02-26
  • IL RA
    APPROVED
    Since 2007-03-23
  • TX RA
    APPROVED
    Since 2007-03-23

Branch Locations

9501 W 144Th Place, Orland Park, IL 60462 • 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
Strategic Investment Solutions, Inc. Orland Park IL 10/2005 Present
Rb Tax/Tfsi Oak Forest IL 01/2006 Present
Lpl Financial Llc Orland Park IL 09/2009 12/2017
Purshe Kaplan Sterling Investments Albany NY 01/2006 Present
Forum Financial Management, Lp Orland Park IL 03/2021 Present
Previous Registrations
Other Businesses

1. 10/12/2009 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES AND PRIMARILY TERM INSURANCE. - 3% OF TIME SPENT - ORLAND PARK, IL 2. 02/22/2010 - ROBERT BYRNS, EA - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION - 20% OF TIME SPENT 3. 2/9/2017 - Strategic Investment Solutions - DBA: (hybrid) Strategic Investment Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 07/01/2009 - 125 Hours Per Month During Securities Trading - I provide investment advisory services through Strategic Investment Solutions, an independent investment advisor firm. I started this business activity in 1/2006 . I expect to spend approximately 125 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-21
S63 Uniform Securities Agent State Law Examination 1991-09-19
  • S65 Uniform Investment Adviser Law Examination
    1997-11-21
  • S63 Uniform Securities Agent State Law Examination
    1991-09-19
Designations

View on SEC IAPD

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