Aleatha Wilson

Current Employers

Employment History

• 11/2009 → 06/2018
  Providence St Mel School
  Chicago, IL
• 01/2017 → 01/2021
  Maccormac College
  Chicago, IL
• 07/2018 → 03/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2018 → 03/2023
  Northwestern Mutual Investment Services Llc
  Chicago, IL
• 10/2019 → 03/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2018 → Present
  Wilson Management & Consulting Llc
  Overland Park, IL
• 07/2019 → Present
  The Financial Architect/ Tfa Consulting Llc
  Overland Park, IL
• 02/2021 → Present
  Wilson Financial
  Orland Park, IL
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Club Bluue Wealth
  River Forest, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2018 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: WOODLAWN MANAGEMENT LLC INVESTMENT RELATED: NO ADDRESS: 4847 WOODLAWN AVENUE, CHICAGO, IL 60615 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS POSITION/TITLE/RELATIONSHIP: BOARD MEMBER START DATE: 8/2019 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: INTERNAL REVIEW TEAM OF FINANCIAL OPERATIONS AND BEST PRACTICES; FACILITATOR OF BUSINESS / ENTREPRENEUR BUSINESS AND DEVELOPMENT TRAINING. DESIGNER AND COORDINATOR OF TRAINING PROGRAMS; 3. NAME OF OTHER BUSINESS: WILSON MANAGEMENT & CONSULTING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PRIMARY BUSINESS ENTITY FOR LIFE, HEALTH AND ADVISORY POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT / CEO START DATE: 10/2018 APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: LIFE AND HEALTH INSURANCE; ADVISORY SERVICES; 4. NAME OF OTHER BUSINESS: THE FINANCIAL ARCHITECT/ TFA CONSULTING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: UNDERSTANDING THE NEED TO CONTRIBUTE TO THE PARADIGM SHIFT OF FINANCIAL AWARENESS, FINANCIAL PLANNING AND WEALTH IN THE AFRICAN AMERICAN COMMUNITY, THIS PLATFORM ASSISTS TO BRIDGE THE GAP AND CREATE A TRUSTED PLACE TO FOSTER FINANCIAL TRANSPARENCY AND LITERACY AND EDUCATION OF WEALTH STRATEGIES TO PEOPLE OF COLOR, WOMEN AND OTHER UNDER-EXPOSED PEOPLE. POSITION/TITLE/RELATIONSHIP: CONSULTANT / TRAINER START DATE: 7/2019 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL EDUCATION TRAINING FOR SCHOOLS, NON-PROFITS, BUSINESSES AND ENTREPRENEURS; ONLINE FINANCIAL EDUCATION COURSES, SPEAKER AND PRESENTER; 5. NAME OF OTHER BUSINESS: THE HARRIS GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR MARKETING TO SECURITIES CLIENTS POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT START DATE: 5/2023 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: MARKETING AND SALES TO INVESTMENT/SECURITIES CLIENTS; 6. NAME OF OTHER BUSINESS: WILSON FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 2/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE AND SERVICE OF FIXED INSURANCE; 7. NAME OF OTHER BUSINESS: CLUB BLUUE WEALTH, INVESTMENT RELATED: NO, ADDRESS: 7627 LAKE STREET, RIVER FOREST, IL 60305, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: FOUNDER / DIRECTOR, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: MANAGING AND COORDINATING CONTENT AND INDUSTRY EXPERTS TO PARTICIPATE IN PROGRAM;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-16
• S63 Uniform Securities Agent State Law Examination
  2019-04-15

Other Names

• Aleatha Muhammad
• Aleatha Muhammad
• Aleatha Wilson