John David Foley

Current Employers

Employment History

• 11/2013 → 01/2019
  Investment Planners Inc
  Decatur, IL
• 11/2013 → 01/2019
  Ipi Wealth Management
  Decatur, IL
• 04/2016 → Present
  Central Illinois Group Llc Dba Lifewise Wealth Advisors
  Champaign, IL
• 01/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2001 → 12/2024
  Gronewold Family Insurance Trust
  Monticello, IL
• 06/1997 → Present
  Foley Family Farm Trust
  Monticello, IL
• 12/2012 → 03/2022
  Sangamon Township
  White Heath, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2023 → Present
  Cig Tax Advisors Llc Dba Lifewise Tax Advisors
  Champaign, IL
• 07/2026 → Present
  Lifewise Wealth Advisors
  Champaign, IL

Previous Registrations

• 2023-06-29 → 2026-07-23
  Cetera Investment Advisers Llc
  Bethany, IL
  Champaign, IL
• 2019-01-31 → 2023-06-29
  Cetera Wealth Services, Llc
  Decatur, IL
  Champaign, IL
  Champaign, IL
  Westlake, OH
  Bethany, IL
  Paris, IL
• 2013-11-04 → 2019-02-20
  Ipi Wealth Management, Inc.
  Savoy, IL
  Decatur, IL
  Champaign, IL
• 2006-02-24 → 2013-11-21
  Lpl Financial Llc
  Paris, IL
  Marshall, IL
  Savoy, IL
  Paris, IL
  Marshall, IL
  Savoy, IL
  Paris, IL
  Marshall, IL
• 2006-06-06 → 2013-11-01
  First Advisors Financial Group, Llc
  Savoy, IL
• 2003-08-27 → 2006-04-11
  First Advisors Financial Group, Llc
• 2003-08-27 → 2004-08-04
  Apw Capital, Inc.
  Savoy, IL
• 2003-08-27 → 2003-12-31
  First Advisors Financial Group, Llc
  Champaign, IL
• 1999-03-18 → 2003-09-09
  Lpl Financial Llc
  Champaign, IL

Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2019 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2.NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2016 POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES 3.NAME OF OTHER BUSINESS: FOLEY FAMILY FARM TRUST INVESTMENT RELATED: NO ADDRESS: 1220 E 1800 NORTH RD, MONTICELLO, IL 61856 NATURE OF BUSINESS: TRUSTEE START DATE: 06/1997 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1 HOUR PER YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 1 HOUR PER YEAR BRIEF DESCRIPTION OF DUTIES: FAMILY TRUST THAT HOLDS 75 ACRES OF FARMLAND 4. NAME OF OTHER BUSINESS: CIG TAX ADVISORS LLC DBA LIFEWISE TAX ADVISORS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: BUSINESS ADMINISTRATION, STAFF SUPERVISION AND BUSINESS DEVELOPMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-21
• S63 Uniform Securities Agent State Law Examination
  1991-12-18

Designations

Other Names

• John David Foley
• John David Foley