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Brian Lee Durkin

Integrated Wealth Planners LLC

Oak Brook, IL

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Current Employers
Integrated Wealth Planners Llc

Commerce Dr. 700, Oak Brook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-19
  • IL RA
    APPROVED
    Since 2020-10-19

Branch Locations

Commerce Dr. 700, Oak Brook, IL 60523 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2014 03/2020
Northwestern Mutual Investment Services Llc Chicago IL 02/2015 03/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2016 03/2020
Integrated Wealth Planners Naperville IL 04/2020 Present
  • 06/2014 → 03/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2015 → 03/2020
    Northwestern Mutual Investment Services Llc
    Chicago, IL
  • 03/2016 → 03/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2020 → Present
    Integrated Wealth Planners
    Naperville, IL
Previous Registrations
Other Businesses

1. 100% OWNER, RENTAL PROPERTY, 305 E. ILLINOIS ST., URBANA, , ILLINOIS, 61801, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 09/25/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-20
S63 Uniform Securities Agent State Law Examination 2015-04-29
  • S65 Uniform Investment Adviser Law Examination
    2020-06-20
  • S63 Uniform Securities Agent State Law Examination
    2015-04-29
Other Names
  • Brian Lee Durkin

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