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David J Bolanos

Wealth Management Group, LLC

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About David J Bolanos

David Bolanos is a financial advisor with Wealth Management Group, LLC, a firm located in INVERNESS, IL. David has been in the industry since 2007. David is registered to provide investment advice in Illinois and Texas. David has a broad range of experience and offers investment advisory services through Wealth Management Group, LLC. The firm is separate from and independent of LPL Financial. David has held previous positions at New England Securities. David is a registered representative of LPL Financial LLC.

Firm Information

David Bolanos is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Bolanos’s Registration & Firm History

IL

05/05/2023 - Present

Wealth Management Group, LLC (INVERNESS IL)

IL

04/05/2007 - 01/02/2008

NEW ENGLAND SECURITIES (NORTHBROOK IL)

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Licenses & Designations

IA

Issued 11/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/04/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David J Bolanos.
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