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Ausdal Financial Partners, Inc. CRD 7995
$3.73B regulatory AUM 665 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-10 |
Branch Locations
115 Flinn Street Suite B, Batavia, IL 60510 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Franklin | TN | 06/2010 | 12/2020 |
| Unemployed | Naperville | IL | 01/2021 | 04/2021 |
| Ausdal Financial Partners, Inc. | Davenport | IA | 05/2021 | Present |
| Timberland Financial | Batavia | IL | 04/2021 | Present |
1. INSURANCE SALES; INVESTMENT RELATED; BATAVIA, IL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 04/2014; I DEVOTE APPROXIMATELY 15 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS TO CLIENTS. 2. SHEKELL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; BATAVIA, IL; OWNER; LLC CREATED FOR INVESTMENT INCOME; SOLE MEMBER; ACTIVITY BEGAN 10/2021; I DEVOTE APPX 20 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; LLC CREATED TO PROPERLY ACCOUNT FOR INCOME/EXPENSES ANDTAXES FOR INVESTMENT/INSURANCE BUSINESS. 3. NOTARY PUBLIC; NOT INVESTMENT RELATED; BATAVIA, IL; NOTARY; ACTIVITY BEGAN 02/2025; I DEVOTE 1 HOUR TO THIS ACTIVITY PER MONTH ALL DURING TRADING HOURS; NOTARIZE DOCUMENTS AS REQUESTED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-01 |
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