Benjamin J. Hockema
ILLUMINATE WEALTH MANAGEMENT
Barrington, IL 60010
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CRD#: 6119597
Professional summary
Benjamin Joseph Hockema, CFP® is a registered financial advisor currently at ILLUMINATE WEALTH MANAGEMENT located in Barrington, Illinois.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Benjamin has worked at 2 firms .
Biography
You've made sacrifices to get where you are. You worked hard in school and put in the time early in your
career. Not every decision has been perfect, but you thought that once you had a well-paying job, your
finances would get easier, not more complicated. Add in all the things on your ever-growing to-do-list, and
it can feel daunting. How are you supposed to know how to navigate through all the complexities of making
the right financial decisions?
We get it. There are so many things to take into account and plan for. And the truth is, you have your own career
and family to worry about. You shouldn't have to spend all your free time learning the complexities of the tax code
or different types of investment accounts.
At Illuminate Wealth Management, that is all we do! We want to help you hone in on the financial decisions
that matter so that you can focus on the more important things in your life. The things that get you excited and
bring fullfillment, not the hindrances holding you back.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Education Planning
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
Entrepreneurs
Generation X
Novice Investors
Socially Responsible Investmen...
Tax Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Joseph Hockema'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: 2012
Experience
Current
January 17, 2020 - Present
ILLUMINATE WEALTH MANAGEMENT
Office #1: 777 N. Lake Zurich Road Suite 125c, Barrington, IL 60010RIA
CRD#: 306411
Barrington, IL
Past
September 27, 2012 - December 31, 2019
DEERFIELD
RIA
CRD#: 104964
PARK RIDGE, 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".
ILLUMINATE WEALTH MANAGEMENT
ILLUMINATE WEALTH MANAGEMENT | ILLUMINATE WEALTH MANAGEMENT LLC
CRD#: 306411 / SEC#: 801-132968
RIA
Registered Investment Advisory firm - (6/11/2025 Approved)Colorado
Registered Investment Advisory firm - (6/24/2025 Terminated)Florida
Registered Investment Advisory firm - (6/23/2025 Terminated)Illinois
Registered Investment Advisory firm - (6/23/2025 Terminated)Texas
Registered Investment Advisory firm - (6/23/2025 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.Highlighted states indicate IAR registrations
IAR
Illinois(1/17/2020)
IAR
Texas(9/4/2020)
Exams
Current Firm
ILLUMINATE WEALTH MANAGEMENT
ILLUMINATE WEALTH MANAGEMENT | ILLUMINATE WEALTH MANAGEMENT LLC
CRD#: 306411 / SEC#: 801-132968
RIA
Registered Investment Advisory firm - (6/11/2025 Approved)Colorado
Registered Investment Advisory firm - (6/24/2025 Terminated)Florida
Registered Investment Advisory firm - (6/23/2025 Terminated)Illinois
Registered Investment Advisory firm - (6/23/2025 Terminated)Texas
Registered Investment Advisory firm - (6/23/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 N. Lake Zurich Road Suite 125c, Barrington, IL 60010
Mailing Address
Phone number
(847) 595-1315
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 296 |
| AUM (Assets Under Management) | $ 120,089,076 |
Red Flags
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Company Information
ILLUMINATE WEALTH MANAGEMENT
CRD#: 306411Barrington, IL 60010TRUST BUT VERIFY
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