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512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-20 |
| TX | RA | APPROVED | 2023-06-20 |
Branch Locations
512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arcadia Financial Strategies, Inc. | Oak Park | IL | 01/2005 | 03/2024 |
| Cgn Advisors, Llc | Oak Park | IL | 06/2023 | Present |
1) David John Walz is the Member of Board of Regents and Finance Committee at Concordia University Chicago; It is a private university; Not investment related; 7400 Augusta St. River Forest IL 60305; 2026-01-16; 3 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Website address: www.cuchicago.edu.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-08 |
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