Best Investors Account Sign in
Inactive

Brian Edward Rhoads

Checkpoint Financial Planning

Highland Park, IL

CRD 7819477

Claim This Profile
Employer firm

Checkpoint Financial Planning CRD 328729

30 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Checkpoint Financial Planning

Highland Park, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
LA RA APPROVED 2025-11-25
TX RA APPROVED_RES 2024-10-30
IL RA APPROVED 2024-03-11
  • CA RA
    APPROVED
    Since 2026-01-02
  • LA RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED_RES
    Since 2024-10-30
  • IL RA
    APPROVED
    Since 2024-03-11

Branch Locations

Highland Park, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quantitative Risk Management Chicago IL 08/2006 03/2024
Checkpoint Financial Planning, Llc Highland Park IL 09/2023 Present
  • 08/2006 → 03/2024
    Quantitative Risk Management
    Chicago, IL
  • 09/2023 → Present
    Checkpoint Financial Planning, Llc
    Highland Park, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Highland Park, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor