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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-15 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-15 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Lombard | IL | 01/2016 | Present |
| Steven J. Podgorski D.b.a. Aspire Financial Group | Algonquin | IL | 02/2010 | Present |
ASPIRE FINANCIAL GROUP POSITION: Independent Broker NATURE: Life and Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 1720 Crofton Dr, Algonquin IL 60102, United States DESCRIPTION: Servicing old accounts and receiving residuals. All new insurance will be put through Lincoln. STEVEN J PODGORSKI, LUTCF, FINANCIAL ADVISOR, LLC POSITION: Managing Member, Owner NATURE: LLC - Liability Shelter INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/28/2025 ADDRESS: 1720 Crofton Drive, Algonquin IL 60102, United States DESCRIPTION: This is only meant to provide another layer of liability protection for my family and personal assets beyond my E&O. There will be no other activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-05 |
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