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TK

Therese M. Kirchhoff

EVERLAKE DISTRIBUTORS
Northbrook, IL 60062
Some features on this profile are disabled
CRD#: 4548686
TK

Professional summary

Therese Marie Kirchhoff, who also goes by Tracy Buellesbach, Tracy Kirchhoff, Therese Marie Michels, Tracy Michels, is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Northbrook, Illinois.

Therese is registered as a RR (Registered Representative) and started their career in finance in 2002. Therese has worked at 4 firms and has passed the SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tracy Buellesbach | Tracy Kirchhoff | Therese Marie Michels | Tracy Michels

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) - BD

Click below to view Therese Marie Kirchhoff'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 7, 2014 - Present

EVERLAKE DISTRIBUTORS, LLC

Office #1: 3100 Sanders Road, Suite 303, Northbrook, IL 60062Office #2: 3100 Sanders Road, Suite 303, Northbrook, IL 60062
BD
CRD#: 100460
Northbrook, IL
Past

July 14, 2015 - November 1, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Northbrook, IL
Past

September 19, 2011 - March 4, 2013

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

November 6, 2007 - September 19, 2011

ALFS, INC.

BD
CRD#: 32201
NORTHBROOK, IL
Past

June 19, 2002 - October 22, 2007

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
CHICAGO, IL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/2002
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/10/2002
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

ED
EVERLAKE DISTRIBUTORS, LLC
ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Mailing Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Phone number
(847) 665-9930
Established
Delaware since 03/05/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EVERLAKE LIFE INSURANCE COMPANYPARENT OF BROKER/DEALER
FONTANA, ANGELA KAYMANAGER6503740
HARRIGAN, JULIE ANNTREASURER, CONTROLLER AND FINOP7159150
JENESKE, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER4293015
KENNEDY, REBECCA DIANEPRESIDENT AND MANAGER7364296
KIRCHHOFF, THERESE MARIEAML OFFICER4548686
LARGEY, TYLER EARL BAXTERCHAIRMAN OF THE BOARD AND MANAGER7470407

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

EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460Northbrook, IL 60062

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