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Cynthia Jean Streid

Macro Wealth Management, Inc.

Peoria, IL

CRD 7698932

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Employer firm

Macro Wealth Management, Inc. CRD 143382

$74.8M regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

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

Current Employers
Macro Wealth Management, Inc.

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-31
  • IL RA
    APPROVED
    Since 2023-07-31

Branch Locations

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • 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
Macro Wealth Management Peoria IL 01/2023 Present
Jones Lang Lasalle Chicago IL 01/2019 02/2023
Unemployed Tempe AZ 08/2018 01/2019
Willis Towers Watson Scottsdale AZ 01/2018 08/2018
State Farm Insurance Bloomington IL 05/1991 01/2018
  • 01/2023 → Present
    Macro Wealth Management
    Peoria, IL
  • 01/2019 → 02/2023
    Jones Lang Lasalle
    Chicago, IL
  • 08/2018 → 01/2019
    Unemployed
    Tempe, AZ
  • 01/2018 → 08/2018
    Willis Towers Watson
    Scottsdale, AZ
  • 05/1991 → 01/2018
    State Farm Insurance
    Bloomington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-27
  • S65 Uniform Investment Adviser Law Examination
    2023-02-27
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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