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EC

Eric Cervantes

INVESTMENT CONSULTING SERVICES
LOMBARD, IL 60148
Some features on this profile are disabled
CRD#: 6316084
EC

Professional summary

Eric Cervantes, who also goes by Eric Cervantes, is a registered financial advisor currently at INVESTMENT CONSULTING SERVICES, LLC located in Lombard, Illinois.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eric has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Cervantes

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) - RIA

Click below to view Eric Cervantes'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®
None

Experience

Current

June 25, 2024 - Present

INVESTMENT CONSULTING SERVICES, LLC

Office #1: 1 E. 22nd Street Suite L100, Lombard, IL 60148
RIA
CRD#: 122064
LOMBARD, 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".
IC
INVESTMENT CONSULTING SERVICES, LLC
INVESTMENT CONSULTING SERVICES, LLC | WENDLING, SANDRA JEAN | INVESTMENT COUNSULTING SERVICES, L.L.C.

CRD#: 122064 / SEC#: 801-61387

RIA
Registered Investment Advisory firm - (8/29/2002 Approved)

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
(6/25/2024)
IAR
North Dakota
(7/3/2024)

Exams

Current Firm

IC
INVESTMENT CONSULTING SERVICES, LLC
INVESTMENT CONSULTING SERVICES, LLC | WENDLING, SANDRA JEAN | INVESTMENT COUNSULTING SERVICES, L.L.C.

CRD#: 122064 / SEC#: 801-61387

RIA
Registered Investment Advisory firm - (8/29/2002 Approved)
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Contact information

Main Address
1 E. 22nd Street Suite L100, Lombard, IL 60148
Mailing Address
Phone number
(630) 928-1052
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (11 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

ICS ADV PART 2A (2/6/2026)
0

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

INVESTMENT CONSULTING SERVICES, LLC

CRD#: 122064Lombard, IL 60148

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