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TQ

Thomas F. Quinn

AMERICAN COMMUNITY WEALTH MANAGEMENT
Crystal Lake, IL 60014
Some features on this profile are disabled
CRD#: 4699031
TQ

Professional summary


Thomas Frederick Quinn, AIF®, CFP®, who also goes by Tom Quinn, 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.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Thomas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tom Quinn

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) AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC POSITION: VP & Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2008 ADDRESS: 381 S Main Street, Crystal Lake, IL 60014 DESCRIPTION: Investment Advisory Representative for firm. Providing investment and financial planning advice to our firm clients. 2) APPOINTMENTS WITH MULTIPLE CARRIERS; INVESTMENT RELATED POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: SECURITIES TRADING HOURS: START DATE:11/2003 ADDRESS: 601 Congress St, Boston, MA 02210 DESCRIPTION: Fixed, Variable and 401K Plans. 3)MARIE LOUISE CUCCIO REVOCABLE TRUST DTD JANUARY 16, 1997 POSITION: Trustee NATURE: Serving as successor trustee for my mother's revocable living trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/06/2025 ADDRESS: 420 Maple Lane, Williams Bay WI 53191, United States DESCRIPTION: Managing cash flow of trust to pay expenses of primary beneficiary. Manage investments held in trust. 4)AMERICAN COMMUNITY BANK & TRUST POSITION: Vice-President NATURE: Commercial Bank that is the parent company of our RIA firm. We do not engage in any banking activities on their behalf. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: PO Box 1720, 1290 Lake Ave, Woodstock IL 60098, United States DESCRIPTION: No active duties on behalf of the bank. All activities occur via American Community Wealth Management. Our salary is paid by the bank.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Thomas Frederick Quinn'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®
AIF®
CFP®

Start date: 2005

Experience


Current

June 26, 2008 - Present

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

Office #1: 381 S. Main Street, Crystal Lake, IL 60014
RIA
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 60098Office #4: 1500 S. Rte. 31, Mchenry, IL 60050Office #5: 10101 Route 47 Box 129, Huntley, IL 60142
RIA
BD
CRD#: 23131
Arlington Heights, IL
Past

February 7, 2008 - October 28, 2008

TRIAD ADVISORS LLC

RIA
CRD#: 25803
MCHENRY, IL
Past

February 7, 2008 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
MCHENRY, IL
Past

October 8, 2003 - February 11, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
WOODSTOCK, IL
Past

September 23, 2003 - February 11, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
WOODSTOCK, 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
Delaware
(10/1/2025)
RR
District of Columbia
(8/23/2024)
IAR
Florida
(6/20/2012)
RR
Florida
(8/23/2024)
RR
Georgia
(10/9/2024)
IAR
Illinois
(6/26/2008)
RR
Illinois
(8/23/2024)
RR
Kentucky
(8/23/2024)
RR
Michigan
(8/23/2024)
RR
Pennsylvania
(8/23/2024)
RR
Tennessee
(8/23/2024)
RR
Washington
(8/23/2024)
IAR
Wisconsin
(5/18/2022)
RR
Wisconsin
(8/23/2024)
RR
Wyoming
(8/23/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2003
Uniform Combined State Law Examination
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)
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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)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACWM 2025 REVISED FORM ADV PART 2A (8/4/2025)

Regulatory assets under management


Total Number of Accounts231
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.

Company Information


AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

CRD#: 147376Crystal Lake, IL 60014

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