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Cecil Donald Means

Interactive Financial Advisors

Mundelein, IL

CRD 7490537

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Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Interactive Financial Advisors

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-03
  • IL RA
    APPROVED
    Since 2024-10-03

Branch Locations

Mundelein, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alight Solutions Lincolnshire IL 05/2015 11/2020
Unemployed Mundelein IL 11/2020 07/2021
Creative Circle Mundelein IL 07/2021 11/2022
Charles Schwab Mundelein IL 11/2022 01/2024
Unemployed Mundelein IL 01/2024 08/2024
Interactive Financial Advisors Mundelein IL 08/2024 Present
  • 05/2015 → 11/2020
    Alight Solutions
    Lincolnshire, IL
  • 11/2020 → 07/2021
    Unemployed
    Mundelein, IL
  • 07/2021 → 11/2022
    Creative Circle
    Mundelein, IL
  • 11/2022 → 01/2024
    Charles Schwab
    Mundelein, IL
  • 01/2024 → 08/2024
    Unemployed
    Mundelein, IL
  • 08/2024 → Present
    Interactive Financial Advisors
    Mundelein, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-10
  • S65 Uniform Investment Adviser Law Examination
    2024-09-10

View on SEC IAPD

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