Jonathan Charles Illig

Employer firm

Prudent Prospera Planning, Inc. CRD 175416

40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Advanced Retirement Planning, Llc
  Scottsdale, AZ
• 12/2016 → 12/2021
  Arp Advisors, Llc
  Tempe, AZ
• 04/2016 → 02/2017
  Gebhardt Group, Inc.,
  Lafayette, CA
• 04/2021 → Present
  Prudent Prospera Planning, Inc.
  Tuscon, AZ

Previous Registrations

• 2017-04-13 → 2021-12-08
  Arp Advisors, Llc
  Fountain Hills, AZ
• 2016-04-13 → 2017-02-23
  Gebhardt Group, Inc
  Scottsdale, AZ
• 2009-09-09 → 2011-09-27
  Retirement Income And Inheritance Advisors, Llc
  Scottsdale, AZ
• 2009-01-27 → 2009-11-12
  Jci Retirement Income Advisors, Inc.
  Scottsdale, AZ

Other Businesses

Insurance saInsurance sales (life insurance and fixed annuities) for commission via Advanced Retirement Planning, LLC. I also do consulting in the form of case analysis and preparation for other independent agents in exchange for a fee (non-investment related)

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-14
• S63 Uniform Securities Agent State Law Examination
  1999-04-22