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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-15 |
Branch Locations
59 Cardinal Dr, Bethany, IL 61914 • United States
2911 Crossing Ct Ste 102, Champaign, IL 61822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sommer Farms | Foosland | IL | 06/2020 | 01/2022 |
| Fastenal Company | Bloomington | IL | 02/2022 | 05/2023 |
| Gcms High School | Gibson City | IL | 08/2016 | 05/2019 |
| Parkland College | Champaign | IL | 08/2019 | 05/2021 |
| Illinois State University | Bloomington | IL | 08/2021 | 05/2023 |
| Full-Time Student | Gibson City | IL | 05/2010 | 08/2016 |
| Central Illinois Group Llc, Dba Lifewise Wealth Advisors | Champaign | IL | 06/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
1. NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC, DBA LIFEWISE WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: ADVISORY ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SUPPORTING THE ADVISORY TEAM AS A REGISTERED ASSOCIATE; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 10/2024, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
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