PB
Paul A. Branshaw
INTERACTIVE FINANCIAL ADVISORS
NEW LENOX, IL 60451
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CRD#: 2822415
PB
Professional summary
Paul Allan Branshaw is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in New Lenox, Illinois and FORTUNE FINANCIAL SERVICES, INC. located in New Lenox, Illinois.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Paul has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) NAME OF BUSINESS: BRANSHAW FINANCIAL; NATURE OF BUSINESS: TAX PREPARATION; LOCATION: 22633 SPENCER ROAD, NEW LENOX, IL 60451 & 100 BATSON COURT, SUITE 104, NEW LENOX, IL 60451; TITLE: TAX PREPARER AS OUTSIDE CONTRACTOR; START DATE: 01/2003; APPROXIMATE NUMBER OF HOURS PER MONTH: FEBRUARY-APRIL 15TH 45 HOURS, NON-PEAK 25; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: FEBRUARY-APRIL 15TH 1 HOUR, NON-PEAK 1 HOUR. 2) NAME OF BUSINESS: BRANSHAW FINANCIAL INC.; NATURE OF BUSINESS: FIXED INSURANCE SALES & SERVICES; LOCATION: 100 BATSON COURT, SUITE 104; NEW LENOX, IL 60451; TITLE: VICE-PRESIDENT; START DATE: 01/2007; APPROXIMATE NUMBER OF HOURS PER MONTH: 30; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1. 3) NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS; NATURE OF BUSINESS: INVESTMENT ADVISORY; LOCATION: 625 N. MICHIGAN AVE, SUITE 1710, CHICAGO, IL 60611; TITLE: INVESTMENT ADVISORY REP; START DATE: 01/1997; APPROXIMATE NUMBER OF HOURS PER MONTH: 120; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 6. 4) NAME OF BUSINESS: EGAN VANCE INSURANCE; NATURE OF BUSINESS: PROPERTY & CASUALTY INSURANCE; LOCATION: 5300 W. DEVON, CHICAGO, IL 60646; TITLE: SALES/REFERRAL BASIS; START DATE: 01/2010; APPROXIMATE NUMBER OF HOURS PER MONTH: 5; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN ONE HOUR. THIS IS ONLY AS REFERRAL, RR DOES NOT SIGN AS AN AGENT. 5) NAME OF BUSINESS: PAUL BRANSHAW; NATURE OF BUSINESS: INCOME TAX PREPARATION; LOCATION: 1010 BUTTERFIELD CIRCLE WEST, SHOREWOOD, IL 60404 & 100 BATSON COURT, SUITE 104, NEW LENOX, IL 60451; TITLE: TAX PREPARER; START DATE: 01/1996; APPROXIMATE NUMBER OF HOURS PER MONTH: FEBRUARY-APRIL 15TH 135 HOURS, NON-PEAK 75; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: FEBRUARY-APRIL 15TH 3 HOURS, NON-PEAK 2 HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Allan Branshaw'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®
NoneExperience
Current
February 16, 2005 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 100 Batson Court Ste. 104, New Lenox, IL 60451RIA
CRD#: 125117
NEW LENOX, IL
Current
September 18, 2020 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 100 Batson Court Suite 104, New Lenox, IL 60451BD
CRD#: 42150
New Lenox, IL
Past
December 3, 2015 - September 21, 2020
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
NEW LENOX, IL
Past
January 17, 2013 - December 1, 2015
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
NEW LENOX, IL
Past
January 3, 2007 - December 31, 2008
GWN SECURITIES INC.
RIA
CRD#: 128929
NEW LENOX, IL
Past
January 3, 2007 - December 31, 2011
GWN SECURITIES INC.
BD
CRD#: 128929
NEW LENOX, IL
Past
March 18, 2005 - December 13, 2006
MM ASCEND LIFE INVESTOR SERVICES, LLC
RIA
CRD#: 36451
NEW LENOX, IL
Past
February 15, 2005 - December 13, 2006
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
NEW LENOX, IL
Past
January 4, 2005 - March 9, 2005
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
JOLIET, IL
Past
October 29, 2002 - December 31, 2004
PMG SECURITIES CORPORATION
RIA
CRD#: 27107
JOLIET, IL
Past
August 7, 2001 - October 29, 2002
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
JOLIET, IL
Past
July 31, 2001 - February 15, 2005
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
January 4, 1999 - July 30, 2001
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
BOSTON, MA
Past
April 2, 1997 - December 31, 1998
IAC SECURITIES, INC.
BD
CRD#: 14081
TINLEY PARK, IL
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".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/22/2025)
RR
Florida(9/18/2020)
IAR
Illinois(2/16/2005)
RR
Illinois(9/18/2020)
RR
Indiana(9/18/2020)
RR
Massachusetts(1/2/2025)
RR
Texas(1/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
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.
