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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| IL | RA | APPROVED | 1998-02-16 |
Branch Locations
1400 Opus Place Suite 100, Downers Grove, IL 60515 • United States
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 |
|---|---|---|---|---|
| Kolnicki, Peterson, Wirth | Downers Grove | IL | 12/1974 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/1985 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/1995 | Present |
| Pollitz & Company, Cpa'S | Downers Grove | IL | 10/2010 | Present |
| Kpw Financial Services | Downers Grove | IL | 11/2012 | Present |
1) KPW TECH, INC 1400 OPUS PLACE, #100 DOWNERS GROVE, IL 60515-STOCKHOLDER-PRESIDENT COMPUTER CONSULTATION -8HRS/WK. EFFECTIVE 02/01/05; 2) KJK CPA, LTD1400 OPUS PLACE, #100 DOWNERS GROVE, IL 60515 PRESIDENT, OWNER; CPA SERVICES 40 HRS/WK. EFFECTIVE 02/01/05; 3) CPA FIRM/ACCTG & TAX-PARTNER SINCE 11/74 - PARTNER PREP & REVIEW OF TAXES-25HR/WK; 4) CPA FIRM-ACCOUNTANT SINCE 94-ACCOUNTING-40HR/WK; 5) POLLITZ & COMPANY, CPA'S; NOT INV REL; DOWNERS GROVE, IL; CPA FIRM- SUBSIDIARY OF KOLNICKI, PETERSON, WIRTH, CPAS; MEMBER; START DATE 10/22/2010; 10 HRS/WK: 6) KPW FINANCIAL SERVICES; DOWNERS GROVE, IL; REGISTERED REP; START DATE 11/2012:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-24 |
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