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Inactive

Jack Warren Rafferty

Rothschild Wealth LLC

Oakbrook, IL

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Current Employers
Rothschild Wealth Llc

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-18
  • IL RA
    APPROVED
    Since 2024-09-18

Branch Locations

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • 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
Rothschild Wealth Llc Oak Brook IL 09/2024 Present
Wipfli Financial Advisors/Creative Planning Chicago IL 06/2022 09/2024
Menards Plano IL 06/2021 08/2021
William Blair Chicago IL 05/2020 08/2020
Potbelly Naperville IL 07/2016 02/2017
University Of Kansas Lawrence KS 08/2018 05/2022
Waubonsie Valley High School Aurora IL 08/2014 06/2018
  • 09/2024 → Present
    Rothschild Wealth Llc
    Oak Brook, IL
  • 06/2022 → 09/2024
    Wipfli Financial Advisors/Creative Planning
    Chicago, IL
  • 06/2021 → 08/2021
    Menards
    Plano, IL
  • 05/2020 → 08/2020
    William Blair
    Chicago, IL
  • 07/2016 → 02/2017
    Potbelly
    Naperville, IL
  • 08/2018 → 05/2022
    University Of Kansas
    Lawrence, KS
  • 08/2014 → 06/2018
    Waubonsie Valley High School
    Aurora, IL
Previous Registrations
  • 2023-03-29 → 2024-09-09
    Creative Planning
    Chicago, IL
    Oak Brook, IL
    Overland Park, KS
    Oak Brook, IL
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-29
  • S65 Uniform Investment Adviser Law Examination
    2023-03-29
Designations

View on SEC IAPD

Other Firms

DILLOW WEALTH MANAGEMENT LLC
ROTHSCHILD FINANCIAL PARTNERS, LLC
INTEGRATED WEALTH PLANNERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HIGHPOINT PLANNING PARTNERS
LPL FINANCIAL LLC
COMPASS FINANCIAL MANAGEMENT LLC
WAVERLY ADVISORS, LLC

Other Investors

TIMOTHY LOUIS DILLOW
Ian Peter Dillow
ANDREW CRAIG ATSEFF
BRITTON HILL REYNOLDS
Ethan Michael Schmidt
GABRIELLA ROSE KENT
TYLER DAVID QUALIO
JOHN DOETSCH NEWHOUSE

Other Offices

DILLOW WEALTH MANAGEMENT LLC · OAK BROOK, IL
ROTHSCHILD FINANCIAL PARTNERS, LLC · OAK BROOK, IL
INTEGRATED WEALTH PLANNERS LLC · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · OAK BROOK, IL
HIGHPOINT PLANNING PARTNERS · Oak Brook, IL
LPL FINANCIAL LLC · OAK BROOK, IL
COMPASS FINANCIAL MANAGEMENT LLC · OAK BROOK, IL
WAVERLY ADVISORS, LLC · OAK BROOK, IL

More in Oakbrook, IL

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