John William Bever
CFP®Professional Summary
John William Bever, CFP® is a registered financial advisor currently at PHASE III ADVISORY SERVICES, LTD located in Buffalo Grove, Illinois and OSAIC WEALTH, INC. located in Buffalo Grove, Illinois. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. John has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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THE DALA GROUP, LLC
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Current Firm
PHASE III ADVISORY SERVICES, LTD
Contact Information
Main Address
1110 W. Lake Cook Rd Suite 265, Buffalo Grove, IL 60089Phone Number
(847) 520-5545# of Employees
3SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,400AUM (Assets Under Management)
$210,911,349Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
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Primary Firm SEC Registration
PHASE III ADVISORY SERVICES, LTD
State Registrations and Notice Filings
(7/11/2018)
(5/25/2000)
(4/14/2000)
(5/5/2005)
(4/30/1999)
(12/14/2012)
(10/29/1996)
(5/29/1997)
(3/17/2023)
(5/11/2010)
(11/19/1989)
(6/6/1998)
(8/20/1993)
(7/23/1996)
(7/15/2010)
(1/18/2002)
(12/15/2017)
(10/3/2018)
(8/20/2007)
(1/2/1990)
(6/19/1998)
(9/7/2017)
(6/26/1997)
(3/31/2022)
(4/17/2000)
(12/15/2021)
(11/20/2025)
(6/25/1999)
(8/17/2006)
(1/16/1998)
(11/22/2006)
(3/22/2012)
(9/27/2019)
(8/16/2010)
(7/8/2016)
(12/5/2023)
(7/16/1996)
(3/31/2017)
(2/9/2017)
(8/20/2007)
(6/7/2001)
(1/4/1997)
(7/19/2018)
(11/19/1989)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view John William Bever's CRS (Customer Relationship Summary).
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