KN
Kevin G. Noonan
AMERICAN COMMUNITY WEALTH MANAGEMENT
Crystal Lake, IL 60014
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CRD#: 4389991
KN
Professional summary
Kevin Gerard Noonan, AIF®, CFP® is a registered financial advisor currently at AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC located in Crystal Lake, Illinois and OSAIC WEALTH, INC. located in Arlington Heights, Illinois.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 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. APPOINTMENTS WITH MULTIPLE CARRIERS; INVESTEMNT RELATED; 601 CONGRESS ST. BOSTON, MA 02210; INSURANCE; FIXED AND VARIABLE; AGENT ; 11.2003; 5 HOURS/MONTH; INSURANCE COMMISSIONS AND TRAILS ON 401K PLANS; INSURANCE AGET FOR VARIABLE, FIXED AND RETIREMENT PLANS
2. FAMILY HEALTH PARTNERSHIP CLINIC; NOT INVESTMENT RELATED; 13737 W. JACKSON ST WOODSTOCK, IL 60098; 501C(3) HEALTH CLINIC; BOARD MEMBER; MAY 2006; 8-10 HRS/MONTH; NOT COMPENSATED; VOTING BOARD MEMBER RESPONSIBLE FOR CLINIC INITIATIVES AND OVERSIGHT.
3. AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 1290 LAKE AVENUE, PO BOX 1720 WOODSTOCK, IL 60098; RIA; VP AND IAR; JUNE 2008; 120 HRS/ MONTH; 5 HRS/WEEK; SALARIED ANNUALLY; INVESTMENT ADVISOR, FINANCIAL PLANNER
4)FAMILY HEALTH PARTNERSHIP;NOT INVESTMENT RELATED;401 E. CONGRESS PARKWAY,CRYSTAL LAKE,IL 60014;HEALTHCARE;BOARD MEMBER;5/2006;6 HRS/MONTH;0 HRS DURING TRADING;GENERAL BOARD DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Gerard Noonan'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®
CFP®
Start date: 2006
Experience
Current
June 27, 2008 - Present
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
Office #1: 381 S. Main Street, Crystal Lake, IL 60014RIA
CRD#: 147376
Crystal Lake, IL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 85 W Algonquin Rd Suite 500, Arlington Heights, IL 60005Office #2: 381 South Main Street, Crystal Lake, IL 60014Office #3: 1290 Lake Ave, Woodstock, IL 60098RIA
BD
CRD#: 23131
Arlington Heights, IL
Past
February 7, 2008 - October 28, 2008
TRIAD ADVISORS LLC
RIA
CRD#: 25803
WOODSTOCK, IL
Past
February 7, 2008 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
WOODSTOCK, IL
Past
July 17, 2003 - February 11, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
WOODSTOCK, IL
Past
July 17, 2003 - February 11, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
WOODSTOCK, IL
Past
May 6, 2002 - June 30, 2003
NORTHERN TRUST SECURITIES, INC.
RIA
CRD#: 7927
BARRINGTON, IL
Past
May 7, 2001 - June 30, 2003
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
CHICAGO, 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".
AC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT LLC | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD#: 147376 / SEC#: 801-132912
RIA
Registered Investment Advisory firm - (7/3/2025 Approved)Florida
Registered Investment Advisory firm - (7/18/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/18/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/18/2025 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
Alabama(8/23/2024)
RR
Arizona(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
IAR
Florida(6/21/2012)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
IAR
Illinois(6/27/2008)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
RR
Iowa(8/23/2024)
RR
Kansas(3/31/2025)
RR
Massachusetts(8/23/2024)
RR
Minnesota(8/23/2024)
RR
Missouri(8/23/2024)
RR
Ohio(11/7/2024)
RR
Tennessee(8/23/2024)
IAR
Wisconsin(5/19/2022)
RR
Wisconsin(8/23/2024)
RR
Wyoming(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT LLC | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD#: 147376 / SEC#: 801-132912
RIA
Registered Investment Advisory firm - (7/3/2025 Approved)Florida
Registered Investment Advisory firm - (7/18/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/18/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/18/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
381 S. Main Street, Crystal Lake, IL 60014
Mailing Address
P.o. Box 2788, Crystal Lake, IL 60039-2788
Phone number
(815) 479-9024
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 231 |
| AUM (Assets Under Management) | $ 115,911,707 |
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.
