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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2024-12-13 |
| IL | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certified Consulting Services, Inc. | Rockford | IL | 09/1987 | Present |
| American Portfolios | Rockford | IL | 09/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) CERTIFIED CONSULTING SERVICES POSITION: owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/1990 ADDRESS: 307 Amphitheater, Rockford IL 61107, United States DESCRIPTION: certified consulting services provides financial planning to individual clients . CCS utilized third party money manager approved by Osaic .Compensation is a sharing of management fees. I devote 100% of my time to CCS. 2) MAGLAR POSITION: owner NATURE: Sub Chapter S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1987 ADDRESS: 307 Amphitheater, Rockford IL 61107, United States DESCRIPTION: Working with clients in Financial Services and Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-01 |
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