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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-30 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
103 Shelter Rd, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehlert Financial Group, Inc | Lincolnshire | IL | 09/2012 | 09/2024 |
| Simplicity Wealth | Summit | NJ | 09/2024 | 02/2025 |
| Protected Tomorrows | Licolnshire | IL | 04/2016 | 02/2025 |
| Unemployed | Licolnshire | IL | 02/2025 | 06/2025 |
| Protected Tomorrows | Licolnshire | IL | 06/2025 | Present |
| Simplicity Wealth | Summit | NJ | 06/2025 | Present |
Protected Tomorrows -Investment related - 103 Schelter Raod Lincolnshire IL 60069-Corporate operations manager-04/01/2016-5 hours per month devoted to the other business- Process Insurance Applications and witness delivery documents. Mary Heil-Notary Public Commission-Not investment related-Protected Tomorrows- 103 Schelter Road Lincolnshire IL 60069; hours during Trading hours; 0 hours outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-04 |
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