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Deborah L. Ittner

AHLBECK FINANCIAL
Des Plaines, IL 60016
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CRD#: 2078465
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Professional summary


Deborah Lynn Ittner, who also goes by Deborah Lynn Harvey, Deborah Lynn Harvey, is a registered financial advisor currently at AHLBECK FINANCIAL located in Des Plaines, Illinois.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Deborah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Deborah Lynn Harvey | Deborah Lynn Harvey

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) Asst. Treasurer for the Maine Township School Treasurer. I provide accounting functions for the Maine Township School Treasurer.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Deborah Lynn Ittner's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 30, 2022 - Present

AHLBECK FINANCIAL

Office #1: 1651 Elk Blvd., Des Plaines, IL 60016
RIA
CRD#: 312380
Des Plaines, IL
Past

March 7, 2007 - August 22, 2022

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
DES PLAINES, IL
Past

April 22, 2005 - August 22, 2022

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
DES PLAINES, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(8/30/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AF
AHLBECK FINANCIAL
AHLBECK FINANCIAL | AHLBECK FINANCIAL INCORPORATED

CRD#: 312380 / SEC#:

Illinois
Registered Investment Advisory firm - (2/26/2021 Approved)
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Contact information


Main Address
1651 Elk Blvd., Des Plaines, IL 60016
Mailing Address
Phone number
(847) 825-1812
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts54
AUM (Assets Under Management)$ 7,983,269

Red Flags


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.

Company Information


AHLBECK FINANCIAL

CRD#: 312380Des Plaines, IL 60016

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