Alexandra C. Baig

COMPANIONS ON YOUR JOURNEY

Brookfield, IL

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CRD#: 4716679

Professional summary

Alexandra Conroy Baig, CFP®, who also goes by Alexandra Blanche Conroy, is a registered financial advisor currently at COMPANIONS ON YOUR JOURNEY located in Brookfield, Illinois.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Alexandra has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

People with disabilities have particular concerns when it comes to financial and life planning:

	What supports do I need to live as independently as possible, work up to my capacity and have a full life?
	
	What government benefits am I eligible for and how much of my support will they pay for?
	
	What are the rules I need to follow to keep those benefits?
	
	If I work will I lose them?
	
	How will I pay for what the government doesn’t
	
	How will the divorce, retirement or death of my parents effect my benefits and my support?
	
	What happens to them if I live with a partner, marry, divorce or receive an inheritance
	
I am a Certified Financial Planner who spent seven years running a community where people with and without disabilities share daily life.  I understand what it takes in dreams and dollars for a person with a disability to have a good life.

I help people with disabilities and their families set realistic goals for work, life and independence and put together the public and private resources to pay for them.

I provide as a consultant my direct experience with Social Security, Medicaid, Medicare and their work incentives, calculating the funding for special needs trusts, ABLE accounts and similar to other financial professionals who aim to take real fiduciary care of their clients with special needs.

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Question & Answer

What are your service offerings?

Social Security Planning

Long-term Care

Investment Planning

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Special Needs Planning

Are you a "fiduciary"?

Yes

Aliases

Alexandra Blanche Conroy

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.

I am a consultant to the law firm Clancy & Associates. I provide Social Security, Medicaid (including Medicaid waiver) analyses to firm clients. Through my non-RIA LLC, Pathways to Benefits, I provide Social Security, Medicaid and Medicare analysis to clients for whom I perform NO investment management or financial planning services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Conroy Baig'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^®

CRD#: 866

LISLE, IL

Past

October 29, 2003 - January 31, 2007

WADDELL & REED

RIA

CRD#: 866

WESTMONT, IL

Past

October 20, 2003 - January 31, 2007

WADDELL & REED

CRD#: 866

WESTMONT, IL

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
(2/20/2018)

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

IAR

Series 66

Date: 11/6/2013

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/28/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/21/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/17/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPANIONS ON YOUR JOURNEY

COMPANIONS ON YOUR JOURNEY | PATHWAYS TO BENEFITS, LLC | COMPANIONS ON YOUR JOURNEY, LLC

CRD#: 292618 / SEC#:

Illinois

Registered Investment Advisory firm - (2/20/2018 Approved)

Louisiana

Registered Investment Advisory firm - (12/31/2024 Failure to Renew)

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Contact information

Main Address

Brookfield, IL

Mailing Address

Phone number

(773) 297-1556

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 1,892,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Alexandra C. Baig

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Conroy Baig's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPANIONS ON YOUR JOURNEY

CREATIVE PLANNING

WADDELL & REED

WADDELL & REED

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2013

Series 65

Date: 10/28/2003

Series 63

Date: 10/21/2003

SIE

Date: 9/7/2016

Series 7

Date: 10/2/2013

Series 6

Date: 10/17/2003

Current Firm

COMPANIONS ON YOUR JOURNEY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPANIONS ON YOUR JOURNEY

TRUST BUT VERIFY

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