Antonio Michael Filippone

Current Employers

Employment History

• 01/2002 → 10/2017
  Self-Employed
  Rockford, IL
• 08/2016 → 02/2019
  Horter Investment Management
  Cincinnati, OH
• 10/2017 → Present
  Rockford Retirement Planning, Inc.
  Rockford, IL
• 02/2019 → 07/2026
  Retirement Wealth Advisors
  Rockford, IL
• 09/2008 → 02/2025
  Rock Valley Community College
  Rockford, IL
• 08/2019 → 02/2023
  Integrated Trust System
  Scottsdale, AZ
• 04/2022 → Present
  Antonio Filippone Coaching
  Belvidere, IL
• 07/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 06/2022 → Present
  Family Estate Docs
  Knoxville, TN

Previous Registrations

• 2019-02-13 → 2026-07-06
  Brookstone Wealth Advisors, Llc
  Rockford, IL
  Rockford, IL
  Belvidere, IL
  Rockford, IL
• 2016-08-16 → 2019-02-07
  Horter Investment Management, Llc
  Rockford, IL
  Loves Park, IL
  Cincinnati, OH
• 2015-01-17 → 2016-08-01
  Redhawk Wealth Advisors, Inc.
  Rockford, IL

Other Businesses

Antonio Michael Filippone; Investment related; 11540 Prestwick Rd, Belvidere, IL 61008. Registered Insurance Agent; STARTED 10/2017; approximate number of hours/month you devote to the other business 30; Assist clients with insurance products, including long-term care insurance, life insurance, and annuities, as needed. I receive compensation from the insurance companies whose products I recommend and represent. Rockford Retirement Planning Inc; Investment related; 11540 Prestwick Rd, Belvidere, IL 61008. Insurance Sales/Owner; STARTED 10/2017; approximate number of hours/month you devote to the other business 30; Assist clients with insurance products, including long-term care insurance, life insurance, and annuities, as needed. I receive compensation from the insurance companies whose products I recommend and represent. Family Estate Docs; investment related; 9041 Executive Park Drive, #250 Knoxville, TN 37923; Licensee; STARTED 06/2022; approximate number of hours/month you devote to the other business 20; Sales and service responsibilities include assisting clients with enrolling in a do-it-yourself estate planning software program that enables them to create and customize their own estate planning documents. I receive compensation in the form of a fee for each client who enrolls in the service. Antonio Michael Filippone; investment related; 11540 PRESTWICK RD., BELVIDERE, IL 61008; coaching/owner; STARTED 04/2022; approximate number of hours/month you devote to the other business; 6; I teach educational classes for which students pay a fee for instruction. The courses cover general topics including income planning, estate planning, tax planning, and investment planning. The classes are educational in nature, and no individualized investment or financial advice is provided.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-29
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Other Names

• Tony Filippone