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Martin Kevin Jankelowitz

The Planning Group

Northfield, IL

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Current Employers
The Planning Group

465 Central Ave Suite 201, Northfield, IL 60093 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-29
CA RA APPROVED 2025-09-17
IL RA APPROVED 2024-01-06
  • AZ RA
    APPROVED
    Since 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-17
  • IL RA
    APPROVED
    Since 2024-01-06

Branch Locations

465 Central Ave Suite 201, Northfield, IL 60093 • 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
Independent Consulting Northbrook IL 08/2021 11/2023
Willis Towers Watson Johannesburg 08/2016 07/2021
The Planning Group Northbrook IL 12/2023 Present
  • 08/2021 → 11/2023
    Independent Consulting
    Northbrook, IL
  • 08/2016 → 07/2021
    Willis Towers Watson
    Johannesburg
  • 12/2023 → Present
    The Planning Group
    Northbrook, IL
Other Businesses

Independent Consulting; since 2021; investment related; Northbrook, IL; devotes approximately 10 hours per week to this activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05

View on SEC IAPD

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BRENTVIEW INVESTMENT MANAGEMENT, LLC
TREETOP WEALTH MANAGEMENT, LLC
KENNEY INVESTMENTS INC
ARDOR INVESTMENT MANAGEMENT CONSULTING
CERTITUDE ADVISORS, LLC

Other Investors

LISA A BOYD
DANIEL MARCUS
NATHAN LAWRENCE EADS
BARRY IRA HERTZBERG
Brian Joseph Fritzsche
JEFFREY PAUL CHAPRACKI
JOHN ASTOR GOMEZ
PATRICK RYAN NORD

Other Offices

MARCUS CAPITAL, LLC · NORTHFIELD, IL
MOLLER WEALTH PARTNERS · NORTHFIELD, IL
STRATEGIC PORTFOLIO MANAGERS · NORTHFIELD, IL
BRENTVIEW INVESTMENT MANAGEMENT, LLC · NORTHFIELD, IL
TREETOP WEALTH MANAGEMENT, LLC · NORTHFIELD, IL
KENNEY INVESTMENTS INC · NORTHFIELD, IL
ARDOR INVESTMENT MANAGEMENT CONSULTING · NORTHFIELD, IL
CERTITUDE ADVISORS, LLC · NORTHFIELD, IL

More in Northfield, IL

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