Jeffrey J. Huizenga

DAVID VAUGHAN INVESTMENTS

Peoria, IL 61614-3559

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CRD#: 2409162

Professional summary

Jeffrey John Huizenga, CFP®, ChFC®, who also goes by Jeff Huizenga, is a registered financial advisor currently at DAVID VAUGHAN INVESTMENTS, LLC located in Peoria, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffrey has worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Business Succession Planning

Retirement Planning

Estate Planning

Investment Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Jeff Huizenga

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 Jeffrey John Huizenga's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2000

ChFC^®

Chartered Financial Consultant

Experience

Current

November 12, 2014 - Present

DAVID VAUGHAN INVESTMENTS, LLC

Office #1: 5823 N Forest Park Drive, Peoria, IL 61614-3559

RIA

CRD#: 105990

Peoria, IL

Past

January 2, 2013 - October 20, 2014

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

PEORIA, IL

Past

February 27, 2012 - October 20, 2014

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

PEORIA, IL

Past

November 22, 2005 - December 7, 2012

CG BROKERAGE L.L.C.

CRD#: 112033

PEORIA, IL

Past

May 9, 2001 - October 10, 2005

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

April 20, 2001 - February 27, 2012

CLIFTON GUNDERSON WEALTH ADVISORS

RIA

CRD#: 111297

PEORIA, IL

Past

October 23, 2000 - April 25, 2001

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 15, 1999 - June 8, 2000

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

April 7, 1998 - March 15, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 28, 1998 - March 12, 1998

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

June 11, 1997 - February 2, 1998

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

January 19, 1996 - March 25, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

November 21, 1994 - December 5, 1995

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

August 2, 1994 - August 27, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 2, 1994 - August 27, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAVID VAUGHAN INVESTMENTS, LLC

DAVID VAUGHAN INVESTMENTS INC | DAVID VAUGHAN INVESTMENTS, LLC

CRD#: 105990 / SEC#: 801-12642

RIA

Registered Investment Advisory firm - (3/17/1977 Approved)

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
(11/12/2014)

IAR

Texas
(11/21/2024)

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.

Exams

State Security Law Exam

Series 63

Date: 8/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/20/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1997

General Securities Principal Examination

Current Firm

DAVID VAUGHAN INVESTMENTS, LLC

DAVID VAUGHAN INVESTMENTS INC | DAVID VAUGHAN INVESTMENTS, LLC

CRD#: 105990 / SEC#: 801-12642

RIA

Registered Investment Advisory firm - (3/17/1977 Approved)

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Contact information

Main Address

5823 N Forest Park Drive, Peoria, IL 61614-3559

Mailing Address

Phone number

(309) 685-0033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DVI FORM ADV PART 2A BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts	4,020
AUM (Assets Under Management)	$ 4,930,082,357

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/22/2025	Cover Page	Report
11/20/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey J. Huizenga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Huizenga's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CG BROKERAGE L.L.C.

CAP PRO BROKERAGE SERVICES, INC.

CLIFTON GUNDERSON WEALTH ADVISORS

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

ROBERT THOMAS SECURITIES, INC

NEW ENGLAND SECURITIES

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

DAVID VAUGHAN INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/2/1994

SIE

Date: 10/20/2014

Series 7

Date: 8/1/1994

Series 24

Date: 6/23/1997

Current Firm

DAVID VAUGHAN INVESTMENTS, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAVID VAUGHAN INVESTMENTS, LLC

TRUST BUT VERIFY

Contact information

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