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Alex C Offerman

Model Wealth

Wheaton, IL

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Current Employers
Model Wealth

Wheaton, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-06
  • IL RA
    APPROVED
    Since 2019-09-06

Branch Locations

Wheaton, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Downers Grove IL 12/2014 Present
Highpoint Advisor Group, Llc Downers Grove IL 01/2015 Present
Model Wealth Inc Downers Grove IL 04/2018 08/2019
Model Wealth Inc Naperville IL 08/2019 Present
  • 12/2014 → Present
    Lpl Financial, Llc
    Downers Grove, IL
  • 01/2015 → Present
    Highpoint Advisor Group, Llc
    Downers Grove, IL
  • 04/2018 → 08/2019
    Model Wealth Inc
    Downers Grove, IL
  • 08/2019 → Present
    Model Wealth Inc
    Naperville, IL
Previous Registrations
  • 2018-07-20 → 2019-12-02
    Highpoint Planning Partners
    Downers Grove, IL
    Downers Grove, IL
    Naperville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-01
  • S65 Uniform Investment Adviser Law Examination
    2016-09-01
Designations

View on SEC IAPD

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