Stephen Adam Truesdale

Employer firm

North South Capital, LLC CRD 148158

$31.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2011 → 10/2021
  Cn Railroad
  Homewood, IL
• 12/2021 → Present
  North South Capital
  New Lenox, IL

Other Businesses

I own a 2 unit duplex investment property that produces rental income under my own personal name in Cedar Lake, IN. that I manage myself. I am the owner of an LLC (Trugan), but reports no income and will be dissolved by next year as I originally thought I needed it for the rental. Fundamental Financial Group LLC. 321 West Maple St. Suite 100. New Lenox, IL. 60451. Fixed Insurance products for clients per their request.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-26