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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-11 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1901 N Roselle Rd. Suite 800, Schaumburg, IL 60195 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sgl Financial, Llc | Buffalo Grove | IL | 10/2014 | 04/2022 |
| College Planning Specialists | Des Plaines | IL | 05/2007 | Present |
| Mc2 Wealth | Schaumburg | IL | 10/2014 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 02/2022 | Present |
1. MC2 Wealth Management | Investment Related | 1901 N. Roselle Rd. Suite 800 Schaumburg IL 60195 | Financial Planning | Owner | Investment Advisor Representative | 02/2022 | 60hrs/mo | 50hrs/mo during trading | Advisory and Insurance Services 2. Plan on College | Not Investment Related | Schaumburg IL | Educational Consultant | Owner | 06/2009 | 12hr/mo | 8hrs/mo during trading | Overseeing day to day operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-11 |
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