Michael Irwin Wapner

Current Employers

Employment History

• 02/2017 → Present
  Kestra Invesment Services, Llc
  Burr Ridge, IL
• 04/2011 → 01/2017
  Utopia Green Consulting
  Park Ridge, IL
• 02/2017 → Present
  Kestra Advisory Services, Llc
  Burr Ridge, IL

Other Businesses

Business Name: Park Ridge Friends of the Parks Investment Related: No Address: 733 N. Prospect Ave. Park Ridge IL 60068 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Member Board of Trustees and Board Secretary Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Take and publish minutes of Board meetings. Business Name: BlueLake Wealth Advisors LLC Investment Related: Yes Address: 745 McClintock Dr Suite 120 Burr Ridge IL 60527 Nature of Business: Registered Field Assistant Position, Title or Relationship: Currently Financial Planning Analyst Start Date: 2/22/2017 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Currently provide assistance to registered reps Business Name: KESTRA ADVISORY SERVICES POSITION: investment advisor representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2020 ADDRESS: 5707 Southwest Pkwy, Austin TX 78735, United States DESCRIPTION: Financial advisory services Business Name: GO GREEN PARK RIDGE NATIVE TREE AND SHRUB SALE POSITION: Co-Chair NATURE: Event Co-Chair INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2026 ADDRESS: 914 Vine Ave, Park Ridge IL 60068, United States DESCRIPTION: Recently, the Chair for the Sale asked me to be a Co-Chair of the event. I would have absolutely no responsibility for collecting payments or managing the money. My role would be to help with promotional and administrative activities.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-30