Jeffery Wallem (CRD# 2454400) is an Investment Advisor Representative working at Wallem Associates, Inc. in Loves Park, IL and has over 30 years of experience in the finance industry. Jeffery Wallem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
CRD# 2168057
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wallem Associates, Inc. | Loves Park, IL | Feb 1994 - Current | 30 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2016 - Jan 2024 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2016 - Jan 2024 | 7 |
| Wallem Associates, Inc. | Rockford, IL | Mar 1994 - Jan 2024 | 29 |
| Transamerica Financial Advisors, Inc. | Rockford, IL | Feb 1994 - Apr 2016 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
- IL
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, WI
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