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Current Employers
Phase Iii Advisory Services, Ltd

1110 W. Lake Cook Rd Suite 265, Buffalo Grove, IL 60089 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-27
  • IL RA
    APPROVED
    Since 2025-01-27

Branch Locations

1110 W. Lake Cook Rd Suite 265, Buffalo Grove, IL 60089 • 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
Phase 3 Advisory Services Ltd. Buffalo Grove IL 01/2024 Present
Wheaton College Wheaton IL 03/2021 12/2023
Matrix Design Llc. Bartlett IL 05/2023 08/2023
Bartlett Park District Bartlett IL 05/2022 08/2022
Bartlett Park District Bartlett IL 05/2021 08/2021
City Of Elgin Elgin IL 05/2020 08/2020
City Of Elgin Elgin IL 05/2019 08/2019
Westminster Christian School Elgin IL 08/2016 05/2020
Wheaton College Wheaton IL 08/2020 12/2023
Osaic Wealth, Inc. Buffalo Grove IL 09/2024 Present
Phase Iii Advisory Services, Ltd Buffalo Grove IL 01/2025 Present
  • 01/2024 → Present
    Phase 3 Advisory Services Ltd.
    Buffalo Grove, IL
  • 03/2021 → 12/2023
    Wheaton College
    Wheaton, IL
  • 05/2023 → 08/2023
    Matrix Design Llc.
    Bartlett, IL
  • 05/2022 → 08/2022
    Bartlett Park District
    Bartlett, IL
  • 05/2021 → 08/2021
    Bartlett Park District
    Bartlett, IL
  • 05/2020 → 08/2020
    City Of Elgin
    Elgin, IL
  • 05/2019 → 08/2019
    City Of Elgin
    Elgin, IL
  • 08/2016 → 05/2020
    Westminster Christian School
    Elgin, IL
  • 08/2020 → 12/2023
    Wheaton College
    Wheaton, IL
  • 09/2024 → Present
    Osaic Wealth, Inc.
    Buffalo Grove, IL
  • 01/2025 → Present
    Buffalo Grove, IL
Other Businesses

1.INSURANCE, INVESTMENT-RELATED, SAME AS BUSINESS ADDRESS, POSITION: INSURANCE AGENT, START DATE-6/5/24, SPENDS AROUND 3-5 HOURS PER WEEK ON THIS ACTIVITY ALL DURING SECURITIES TRADING HOURS. 2. PHASE 3 ADVISORY POSITION: Financial Advisor NATURE: Providing life and health insurance illustrations and working with clients to apply for said policies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/03/2024 ADDRESS: 1110 W. Lake Cook Road, Buffalo Grove IL 60089, United States DESCRIPTION: I communicate with insurance wholesalers or with Crump to acquire illustrations for clients who are interested in obtaining life insurance as a part of their financial plan. Once we receive the requested materials from the companies I review them with the client's advisor before preparing to share them with the client. After advisor review, we share the relevant illustrations with the client and talk them through any questions or key pieces of information that they need to know before proceeding. If the client decides to pursue a policy I assist them with the application process.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-10
  • S66 Uniform Combined State Law Examination
    2024-12-10
Other Names
  • Abigail F Armstrong
  • Abbie Armstrong
  • Abigail Faith Armstrong

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