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900 North Shore Drive Suite 279, Lake Bluff, IL 60044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-10-14 |
Branch Locations
900 North Shore Drive Suite 279, Lake Bluff, IL 60044 • United States
2525 N. 124Th St. Suite 102, Brookfield, WI 53005 • United States
2 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 |
|---|---|---|---|---|
| Jrg Financial Advisors, Inc. | Brookfield | WI | 12/2012 | Present |
| Landolt Securities, Inc. | Brookfield | WI | 03/2013 | Present |
PRESIDENT OF PREMIER FINANCIAL SERVICES: ACCOUNTING 2525 N 124th Brookfield, WI 53005, ACCOUNTING/TAX PREPARATION, DURING NORMAL BUSINESS HOURS, 20 HOURS/MO, COMMISSION/COMPENSATION. Also an insurance agent selling life, health, property, casualty, and annuities through National Life Group started in 2012. I am cotrustee for my deceased mothers trust account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-23 |
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