Edgar A Wade

Cl Wealth Management LLC

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History (1)

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Criminal

April 2003

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Eddie has been preparing tax returns since 2004, dedicating a few hours per week. He also refers individuals and clients with health insurance needs to a specialist and receives referral compensation, dedicating minimal time to this activity.

Employment History

Current Registrations

Cabot Lodge Securities LLCBroker

June 2013 - Present · 12 yrs 8 mos

Cl Wealth Management LLC

March 2012 - Present · 13 yrs 11 mos

Previous Registrations

Allied Beacon Partners, INC.Broker

October 2011 - July 2013 · 1 yr 9 mos

Summitalliance Advisors, L.L.C.

May 2008 - March 2012 · 3 yrs 10 mos

Retirement Planners and Consulting Group, LLC

June 2007 - December 2007 · 6 mos

Workman Securities CorporationBroker

July 2006 - September 2011 · 5 yrs 2 mos

Jefferson Pilot Securities CorporationBroker

January 2006 - January 2006 · 0 mos

Jefferson Pilot Securities CORP

November 2005 - January 2006 · 2 mos

AXA Advisors, LLC

February 2000 - November 2003 · 3 yrs 9 mos

AXA Advisors, LLCBroker

October 1992 - November 2003 · 11 yrs 1 mo

The Equitable Life Assurance Society of the United StatesBroker

October 1992 - January 2000 · 7 yrs 3 mos

State Registrations7 states

CAFLKYNCSCVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.