Stephanie A. Van Vlerah
Professional summary
Stephanie Allsopp Van Vlerah, CFP®, who also goes by Stephanie Brooke Allsopp, Stephanie Allsopp, Stephanie Brooke Hurley, Stephanie Brooke Van Vlerah, is a registered financial advisor currently at FINANCIAL ILLUMINATION ADVISORS, LLC located in Chicago, Illinois.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Stephanie has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Allsopp Van Vlerah's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2022 - Present
FINANCIAL ILLUMINATION ADVISORS, LLC
December 4, 2013 - February 22, 2021
OXFORD FINANCIAL GROUP, LTD
August 18, 2010 - May 17, 2013
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2022)
Exams
Current Firm
FINANCIAL ILLUMINATION ADVISORS, LLC
CRD#: 316450 / SEC#:
Contact information
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.
