MW
CFP
MW
CFP

Meade Whitaker

20 Years of Experience
Glenview, IL
BrokerSells Insurance

Meade Whitaker is a CFP-designated registered investment advisor, based in Glenview, IL, with 20 years of industry experience.

Location

1701 E. Lake Ave., Suite 360, Glenview, IL, 60025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Meade is an independent insurance agent for various companies since 2011, dedicating a few hours per week to this activity. Meade is also an advisory representative of a Registered Investment Advisor, spending nearly full-time hours per week, and an Investment Advisor Representative for Crampton Planning Partners, spending nearly full-time hours per month.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Cambridge Investment Research Advisors, INC.
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Waterstone Financial Group, INC.
May 2006 - August 2009 · 3 yrs 3 mos
Waterstone Financial Group, INC.Broker
March 2006 - August 2009 · 3 yrs 5 mos
State Registrations10 states
CAILMAMDMNMOOHPATXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.