James Ellis Brewer

Employer firm

Envision Wealth Planning Inc. CRD 298672

$21.5M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 10/2018
  Lpl Financial Llc
  Itasca, IL
• 10/2018 → Present
  Envision Wealth Planning Inc
  Chicago, IL
• 10/2018 → Present
  Envision Insurance Services, Llc
  Chicago, IL

Previous Registrations

• 2010-03-22 → 2018-10-16
  Lpl Financial Llc
  Chicago, IL
  Chicago, IL
  Downers Grove, IL
• 2009-02-23 → 2010-04-08
  B. C. Ziegler And Company
  Chicago, IL
• 2006-07-13 → 2009-02-25
  Ameriprise Financial Services, Llc
  Chicago, IL
  Downers Grove, IL

Other Businesses

8/22/2018 - Media - Investment Related - Virtually At Reported Business Location(s) - Other-Author - Start Date:07/23/2018 - 2 Hours Per Month/0 Hours During Trading - Forbes.com Contributor.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-12

Designations

• Certified Financial Planner