Louis Jimenez (CRD# 2075370) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 24 years of experience in the finance industry. Louis Jimenez 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Louis M Jimenez & Albina M. Jimenez, Jtwros | Colorado Springs, CO | Nov 2017 - Current | 6 |
| Cl Wealth Management LLC | Colorado Springs, CO | Jun 2017 - Current | 6 |
| Cabot Lodge Securities LLC | Colorado Springs, CO | May 2017 - Current | 6 |
| Louis Jimenez--term Life Insurance | Colorado Springs, CO | Jan 2023 - Dec 2023 | < 1 |
| Wilbanks Securities Advisory | Colorado Springs, CO | Sep 2005 - Jun 2017 | 11 |
| Wilbanks Securities | Oklahoma City, OK | Jul 2005 - Jun 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 1999 |
- CA
- CO
- CT
- DE
- GA
- MN
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- OH
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- SC
- TX
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
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