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.
1. DBA CORRIGAN FINANCIAL SERVICES INC., NOT INVESTMENT RELATED, 913 HILLGROVE AVE LAGRANGE, IL. 60525, FINANCIAL AND/OR ESTATE PLANNING CONSULTING, AGENT/REP/ADVISOR, STARTED 1/20/1994, 20 TO 30 HRS/MO. 2. MICHAEL A. CORRIGAN, NOT INVESTMENT RELATED,344 N. EDGEWOOD AVE. LAGRANGE PARK, IL 60526, RENTAL PROPERTIES, PARTNER, STARTED 11/01/1999, 1 HR/MO. 3. EQUITY INDEXED ANNUITIES WITH AMERICAN EQUITY AND AMERICAN NATIONAL, NOT INVESTMENT RELATED, 2-4 HRS/MO. PROVISO TOWNSHIP MENTAL HEALTH COMMISSION POSITION: COMMISSIONER NATURE: MENTAL HEALTH INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2010 ADDRESS: 4565 HARRISON ST, HILLSIDE IL 60162 DESCRIPTION: AS A COMMISSIONER OF THE PROVISO TOWNSHIP MENTAL HEALTH COMMISSION I AM ONE OF 7 MEMBERS THAT PRESIDE OVER MONTHLY BOARD MEETINGS IN REVIEWING GRANT REQUEST FOR FUNDING FROM 20 TO 30 NON PROFIT AGENCIES THAT PROVIDE MENTAL HEALTH SERVICES, PROGRAMS FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND SUBSTANCE ABUSE/PREVENTION INITIATIVES. THIS IS AN APPOINTED POSITION AND IS NON PAYING CORRIGAN FINANCIAL SERVICES POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 3 START DATE: 03/01/2010 ADDRESS: 913 HILLGROVE AVE, LAGRANGE IL 60525 DESCRIPTION: WORK WITH INDIVIDUALS, FAMILIES, AND SMALL BUSINESS IN PROVIDING LIFE, HEALTH, FIXED ANNUITIES AND RELATED NON REGISTERED FIXED INSURANCE PRODUCTS. MICHAEL A. CORRIGAN POSITION: PARTNER NATURE: LANDLORD INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2001 ADDRESS: 913 HILLGRVE AVE, LA GRANGE IL 60525 DESCRIPTION: I HAVE A 1/3 UNDIVIDED INTEREST WITH MY BROTHER AND SISTER IN A CONDOMINIMUM WHICH ONE OR MORE OF MY FAMILY MEMBERS LIVES IN. THERE IS A TENANT THAT PAYS RENT THAT COVERS OUR FINANCE COST, REAL ESTATE TAXES AND ASSOCIATION DUES. NO PROFIT IS REALIZED. ALSO, I HAVE A 50% INTEREST IN THE OFFICE BUILDING THAT I OPERATE MY INSURANCE AND FINANCIAL SERVICES BUSINESS. WE (THE OTHER 50% PARTNER) HAVE ONE TENANT THAT WE COLLECT RENT FROM. COLLEGE FUNDING SOLUTIONS, INC POSITION: REPRESENTATIVE NATURE: COLLEGE PLANNING INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 1 START DATE: 02/21/2012 ADDRESS: 913 HILLGROVE AVE, LAGRANGE IL 60525 DESCRIPTION: WORK WITH FAMILIES OF FRESHMEN THROUGH SENIOR YEAR IN HIGH SCHOOL EDUCATING THEM ON THE PROCESS OF BEING BETTER PREPARED TO OBTAIN COLLEGE FINANCIAL AID AND ACCEPTANCE IN TO COLLEGE. PROVISO TOWNSHIP POSITION: TOWNSHIP SUPERVISOR - ELECTED OFFICIAL NATURE: TOWNSHIP GOVERNMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 35 INVESTMENT RELATED HOURS: 2 START DATE: 05/18/2009 ADDRESS: 4565 HARRISON ST, HILLSIDE IL 60162 DESCRIPTION: I WAS RE-ELECTED TO SUPERVISOR OF PROVISO TOWNSHIP EFFECTIVE MAY 20, 2013. THE SUPERVISORS DUTIES INCLUDE BEING THE CHIEF FISCAL OFFICER OF THE TOWNSHIP AND OVERSEES THE OPERATION OF THE SERVICES THE TOWNSHIP PROVIDES TO ITS TAX PAYERS. PRIVATE INVESTMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 02/15/2007 ADDRESS: 344 N EDGEWOOD, LAGRANGE PARK IL 60526 DESCRIPTION: AS AN INDIVDUAL I MADE THESE INVESTMENT THAT WERE DISCLOSED AND APPROVED. I HAVE NO SPECIFIC DUTIES IN THESE INVESTMENTS. I AM A PASSIVE INVESTOR. MICHAEL A. CORRIGAN POSITION: PARTNER NATURE: LANDLORD INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2001 ADDRESS: 13635 S. LAMON,
HARVEST INVESTMENT SERVICES
POSITION: Independent Registered Investment Advisor NATURE: Money Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/17/2014
ADDRESS: One Trans Am Plaza Dr, Oakbrook Terrace IL 60181
DESCRIPTION: As an IAR of Harvest I offer their actively managed portfolios to my clients when they may fill an appropriate need in their investment goals and objectives.