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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-11-05 |
| IL | RA | APPROVED | 2014-06-27 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
469 N. Lake St, Mundelein, IL 60060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accounting Freedom, Ldt | Mundelein | IL | 12/2005 | Present |
| Wealth Management, Llc | Norfolk | NE | 06/2014 | Present |
Accounting Freedom, LTD. - S-Corporation - Not investment related - 469 N Lake St Mundelein, IL 60060 - CPA Firm - President - 12/01/2005 - 40 hours per month/ 40 hours during securities trading hours - management of firm. Prestige Worldwide Real Estate, LLC - LLC - not investment related - 469 N Lake St Mundelein, IL 60060 - Residential & Commercial Rental Real Estate Company - Member - 07/01/2021 - 4 hours per month/ 4 hours during securities trading hours - real estate management. Payroll Specialists, Inc - S Corp - not investment related - 469 N Lake St Mundelein, IL 60060 - Payroll Service Firm - Member - 03/2022 - 5 hours per month/ 5 hours during securities trading hours - Payroll Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-27 |
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