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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-04-29 |
Branch Locations
650 Warrenville Road Suite 114, Lisle, IL 60532 • 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 |
|---|---|---|---|---|
| Alpha Wealth Group | Oakbrook Terrace | IL | 10/2011 | 04/2021 |
| Retirement Wealth Advisors, Inc | Jenison | MI | 04/2014 | Present |
| Aeim Wealth Management | Lisle | IL | 04/2021 | Present |
AEIM Wealth Management; Investment Related; 650 Warrenville Road, Suite 114, Lisle, IL 60532; Insurance and Investment Advisory; Independent Rep; Started 04/2021; 50/hours month devoted; 20 hours/month devoted during securities trading hours; offer sale of insurance products and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-05 |
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