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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-05-15 |
| IL | RA | APPROVED | 2024-02-05 |
Branch Locations
4949 Harrison Avenue Suite 110, Rockford, IL 61108 • United States
126 N. Broad St, Lanark, IL 61046 • United States
1013 W Loras Dr., Suite A, Freeport, IL 61032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Credit Union | Freeport | IL | 08/2013 | 09/2016 |
| Klaas Financial Asset Advisors Llc | Loves Park | IL | 10/2016 | 03/2017 |
| Investacorp Inc | Miami | FL | 01/2017 | 07/2020 |
| Securities America, Inc. | Loves Park | IL | 07/2020 | 09/2020 |
| Klaas Financial Asset Advisors Llc | Loves Park | IL | 03/2017 | 01/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2024 | 12/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2024 | Present |
1) WENGER RENTALS, LLC, 10129 ASBURY LN, MACHESNEY PARK, IL 61115, 09/2018, OWNER, REAL ESTATE, NIR, 10 HR/MO - 0 HR/MO TRADING. 2) INSURANCE AGENT, ROCKFORD, IL 61108, 01/2008, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-08 |
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
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