John B. Strom

SURE FOUNDATION WEALTH PLANNING

Grayslake, IL

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CRD#: 2293885

Professional summary

John Bradley Strom, who also goes by Brad Strom, J Brad Strom, J Bradley Strom, is a registered financial advisor currently at SURE FOUNDATION WEALTH PLANNING, LLC located in Grayslake, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 2 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Strom | J Brad Strom | J Bradley Strom

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bradley Strom'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

October 17, 2019 - Present

SURE FOUNDATION WEALTH PLANNING, LLC

RIA

CRD#: 305938

Grayslake, IL

Past

February 26, 2002 - August 1, 2019

GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 120529

LAKE FOREST, 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
(10/17/2019)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/1992

Uniform Securities Agent State Law Examination

Current Firm

SURE FOUNDATION WEALTH PLANNING, LLC

CRD#: 305938 / SEC#:

Illinois

Registered Investment Advisory firm - (10/17/2019 Approved)

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Contact information

Main Address

295 West Trail, Grayslake, IL 60030

Mailing Address

Phone number

(847) 244-6149

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 11,136,989

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John B. Strom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bradley Strom's CRS (Customer Relationship Summary).

Certified licenses

Experience

SURE FOUNDATION WEALTH PLANNING, LLC

GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/1992

Series 63

Date: 10/23/1992

Current Firm

SURE FOUNDATION WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SURE FOUNDATION WEALTH PLANNING, LLC

TRUST BUT VERIFY

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