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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-20 |
| OH | RA | APPROVED | 2014-06-04 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Strongsville, OH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 02/2012 | Present |
| Retirement Wealth Advisors, Inc. | Jenison | MI | 06/2014 | Present |
| Michael Kren - Sole Proprietor | Strongville | OH | 01/2014 | Present |
| Blue Rock Financial Services | Strongville | OH | 01/2013 | Present |
1) 01/2014 - PRESENT, MICHAEL KREN - OWNER/SOLE PROPRIETOR/CONCEAL CARRY WEAPONS INSTRUCTOR FIREARMS INSTRUCTION HOURS DEDICATED: 4/MONTH 2) 01/2013 - PRESENT, BLUE ROCK FINANCIAL SERVICES, OFFICER/INSURANCE SALES, HOURS DEDICATED: 15/WEEK 3) 02/2012 - PRESENT, OHIO NATIONAL FINANCIAL SERVICES, OWNER/CAREER AGENT/INSURANCE SALES, HOURS DEDICATED: 10/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-24 |
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