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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-15 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cla Financial Advisors, Llc | Northbrook | IL | 08/2015 | 03/2017 |
| Wealth Enhancement Group | Plymouth | MN | 03/2017 | 07/2025 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 03/2017 | 07/2025 |
| Lpl Financial Llc | Northbrook | IL | 11/2018 | 06/2025 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 12/2018 | 07/2025 |
| Rothschild Wealth, Llc | Oak Brook | IL | 09/2025 | Present |
Rothschild Investment, LLC - Investment Related - At Reported Business Location(s) - Registered Representative Hybrid - 80 Hours Per Month - I provide investment brokerage services through Rothschild Investment, LLC. I started this business activity on 09.15/2025. 40 hours/month on this activity during securities trading hours, 0 hours/per month outside of securities trading hours. This dual-registration is approved and supervised by both entities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-10 |
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