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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-14 |
| IL | RA | APPROVED | 2011-07-25 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
14170 S Cicero Avenue Suite 200, Crestwood, IL 60418 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Fpi & Associates | Crestwood | IL | 03/2000 | Present |
| Madison Avenue Securities, Inc. | Crestwood | IL | 07/2011 | Present |
NAME OF BUSINESS: FINANCIAL PLANNING AND INNOVATIONS, LTD. POSITION: OWNER (ACTIVE)/INSURANCE AGENT/PRODUCER NATURE: SALES AND SERVICE OF LIFE/HEALTH INSURANCE AND ANNUITIES. INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 05/16/1985 ADDRESS: 14170 S CICERO AVENUE SUITE 200, CRESTWOOD IL 60418 DESCRIPTION: SALES AND SERVICE OF BOTH TRADITIONAL AND VARIABLE LIFE INSURANCE AND ANNUITIES; INVESTMENT ADVISORY SERVICES. VARIABLE PRODUCTS, SECURITIES & INVESTMENT ADVISORY UNDER THE UMBRELLA OF MADISON AVENUE SECURITIES, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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