Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-29
  • IL RA
    APPROVED
    Since 2026-06-29

Branch Locations

5555 Bull Valley Rd, Mchenry, IL 60050-7489 • United States

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-27
IL RA APPROVED 2017-02-01
WI RA APPROVED 2017-02-01
  • TX RA
    APPROVED_RES
    Since 2023-11-27
  • IL RA
    APPROVED
    Since 2017-02-01
  • WI RA
    APPROVED
    Since 2017-02-01

Branch Locations

Mchenry 5555 W Bull Valley Road, Mchenry, IL 60050 • 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
The Well Of Living Waters Church Algonquin IL 02/2003 04/2017
Lpl Financial Llc North Barrington IL 09/2013 02/2017
The Huntington Investment Company Mchenry IL 02/2017 Present
Ameriprise Financial Services, Llc Mchenry IL 06/2026 Present
Previous Registrations
  • 2013-09-18 → 2017-02-01
    Zion, IL
    Union, IL
    Mchenry, IL
    Gurnee, IL
    Grayslake, IL
    Algonquin, IL
    North Barrington, IL
    North Barrington, IL
    Jefferson, WI
    Lancaster, WI
    Prairie Du Chien, WI
    Potosi, WI
    Darlington, WI
    Fennimore, WI
    Menomonee Falls, WI
    Elkhorn, WI
    East Troy, WI
    Brodhead, WI
    Madison, WI
    Dickeyville, WI
    Jefferson, WI
    Buffalo Grove, IL
  • 2013-05-13 → 2013-09-18
    Firstmerit Advisors, Inc.
    North Barrington, IL
  • 2012-05-04 → 2013-04-09
    Crystal Lake, IL
    Richmond, IL
    Elgin, IL
    Dekalb, IL
  • 2011-07-05 → 2012-03-02
    Crystal Lake, IL
  • 2007-09-12 → 2011-07-05
    Uvest Financial Services Group, Inc.
    Crystal Lake, IL
    Crystal Lake, IL
    Lake In The Hills, IL
    Mchenry, IL
    Mchenry, IL
    Woodstock, IL
    Charlotte, NC
    Crystal Lake, IL
Other Businesses

(1) 09/14/2013: Hidden Treasures - Business Owner - Not Investment Related - At Reported Business Location(s) - No Time Spent (2) HIDDEN TREASURES 2325 LAKE AVE. VILLAGE OF LAKEWOOD IL 60014 POSITION: Beneficial owner w/spouse NATURE: Retail / Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 2325 Lake Ave, Village of Lakewood IL 60014, United States DESCRIPTION: My husband sells collectible merchandise such as baseball cards, coins and memorabilia through an antique mall in Volo Illinois. Occaisionally, he sells an item online through facebook or ebay.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-29
S63 Uniform Securities Agent State Law Examination 1992-01-23
  • S65 Uniform Investment Adviser Law Examination
    2007-08-29
  • S63 Uniform Securities Agent State Law Examination
    1992-01-23
Other Names
  • Kelly Lyn Craig
  • Kelly L. Craig
  • Kelly L Tischart
  • Kelly Lyn Tischart

View on SEC IAPD

More in Mchenry, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor