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Current Employers
Comprehensive Planning, Inc.

Downers Grove, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1998-08-22
  • IL RA
    APPROVED
    Since 1998-08-22

Branch Locations

8695 S Archer , Suite 18, Willow Springs, IL 60480 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Downers Grove IL 08/1973 Present
Comprehensive Planning Inc. Downers Grove IL 03/2015 Present
Other Businesses

COMPREHENSIVE PLANNING, INC.- INSURANCE SALES; FIXED INSURANCE;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-01-04
  • S63 Uniform Securities Agent State Law Examination
    1989-01-04
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Willow Springs, IL

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