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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-04 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lafayette Life | Lafayette | IN | 06/1986 | 01/2025 |
| American Portfolios Financial Services, Inc. | Phoenix | AZ | 11/2001 | 10/2024 |
| American General Insurance | Phoenix | AZ | 02/2001 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 02/2025 |
| Osaic Advisory Services, Llc | Atlanta | GA | 10/2024 | 02/2025 |
| Cetera Advisors Llc | St Cloud | MN | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
| Wilde Wealth Management Group | Schaumburg | IL | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: VCE PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIABILITY PROTECTION / LLC HOLDS TITLE TO MY OFFICE; START DATE: 11/2007; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: THIS LLC HOLDS TITLE TO MY OFFICE. THE BUSINESS PAYS RENT TO COVER THE INSURANCE, HOA FEES, TAXES AND MAINTENANCE; 2. NAME OF OTHER BUSINESS: ESPARZA GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 12/2018; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING, SECURITIES, AND INSURANCE BUSINESS; 3. NAME OF OTHER BUSINESS: ESPARZA GROUP CHARITY, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NONPROFIT ORGANIZATION FOR VARIOUS FUND RAISERS, SUCH AS A GOLF TOURNAMENT; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: DIRECTOR; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: THIS NONPROFIT CHARITY WAS CREATED FOR OUR CHARITY GOLF TOURNAMENTS; 4. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/02/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-26 |
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