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Current Employers
Sure Foundation Wealth Planning, Llc

Grayslake, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-10-17
  • IL RA
    APPROVED
    Since 2019-10-17

Branch Locations

Grayslake, IL • 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
Marc J. Lane Investment Management, Inc. Chicago IL 01/2002 07/2019
Sure Foundation Wealth Planning, Llc Grayslake IL 09/2019 Present
Unemployed Grayslake IL 07/2019 09/2019
  • 01/2002 → 07/2019
    Marc J. Lane Investment Management, Inc.
    Chicago, IL
  • 09/2019 → Present
    Grayslake, IL
  • 07/2019 → 09/2019
    Unemployed
    Grayslake, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-10-23
S65 Uniform Investment Adviser Law Examination 1992-10-23
  • S63 Uniform Securities Agent State Law Examination
    1992-10-23
  • S65 Uniform Investment Adviser Law Examination
    1992-10-23
Designations
Other Names
  • Brad Strom
  • J Brad Strom
  • J Bradley Strom

View on SEC IAPD

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