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  5. STRATEGIC WEALTH PARTNERS GROUP, LLC

STRATEGIC WEALTH PARTNERS GROUP, LLC

Company Details

Entity Name: STRATEGIC WEALTH PARTNERS GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 10 Nov 2014
Company Number: LLC_04951549
File Number: 04951549
Type of Management: Manager Managed
Date Status Change: 03 Sep 2024
Address 875 3RD AVENUE, 28TH FLOOR, NEW YORK, 10022, NY
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PS PLAN 2023 472046833 2024-10-02 STRATEGIC WEALTH PARTNERS GROUP, LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 2246321600
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 520, DEERFIELD, IL, 60015
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PS PLAN 2022 472046833 2023-09-18 STRATEGIC WEALTH PARTNERS GROUP, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 2246321600
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 520, DEERFIELD, IL, 60015
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PS PLAN 2021 472046833 2022-10-10 STRATEGIC WEALTH PARTNERS GROUP LLC 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 2246321600
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 520, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing JESSICA PICKENS
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PS PLAN 2020 472046833 2021-09-02 STRATEGIC WEALTH PARTNERS GROUP LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 2246321600
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 520, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2021-09-02
Name of individual signing JESSICA PICKENS
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PS PLAN 2019 472046833 2020-10-09 STRATEGIC WEALTH PARTNERS GROUP LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 2246321600
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 520, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing MOIRA FAHEY-ULLRICH
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN 2018 472046833 2019-06-11 STRATEGIC WEALTH PARTNERS GROUP LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2019-06-11
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-11
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN 2017 472046833 2018-10-11 STRATEGIC WEALTH PARTNERS GROUP LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN 2016 472046833 2017-08-29 STRATEGIC WEALTH PARTNERS GROUP LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2017-08-29
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-29
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN 2015 472046833 2016-09-01 STRATEGIC WEALTH PARTNERS GROUP LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2016-09-01
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN 2014 472046833 2015-08-04 STRATEGIC WEALTH PARTNERS GROUP LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-05-16
Business code 523900
Sponsor’s telephone number 8665022797
Plan sponsor’s address 520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL, 60015

Signature of
Role Plan administrator
Date 2015-08-04
Name of individual signing DAVID COPELAND
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO Agent 2014-11-10

Manager

Name and Address Role Appointment Date
FOCUS OPERATING, LLC, 875 3RD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022 Manager 2024-09-03
MCGRANAHAN, J. RUSSELL, 875 3RD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022 Manager 2024-09-03

Related by officers

C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO

TRADELINK L.L.C. DOUGLAS MACHINE LIMITED LIABILITY COMPANY GENERAL ELECTRIC COMPANY BP CORPORATION NORTH AMERICA INC. COATS & CLARK'S SALES CORPORATION ALFA LAVAL, INC. SCOVILL INC. N L INDUSTRIES, INC. INDUSTRIAL GENERAL CORPORATION PRATT & LAMBERT UNITED, INC.

FOCUS OPERATING, LLC, 875 3RD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022

RELATIVE VALUE PARTNERS GROUP, LLC KOVITZ INVESTMENT GROUP PARTNERS, LLC BUCKINGHAM STRATEGIC PARTNERS, LLC BARTLETT & CO. WEALTH MANAGEMENT LLC FOCUS OPERATING, LLC SEASONS OF ADVICE INSURANCE SERVICES, LLC XML SECURITIES, LLC

MCGRANAHAN, J. RUSSELL, 875 3RD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022

BUCKINGHAM STRATEGIC PARTNERS, LLC FOCUS OPERATING, LLC SEASONS OF ADVICE INSURANCE SERVICES, LLC

Related by address

875 3RD AVENUE, 28TH FLOOR, NEW YORK, 10022, NY

VESTOR CAPITAL, LLC RELATIVE VALUE PARTNERS GROUP, LLC KOVITZ INVESTMENT GROUP PARTNERS, LLC BARTLETT & CO. WEALTH MANAGEMENT LLC FOCUS OPERATING, LLC SEASONS OF ADVICE INSURANCE SERVICES, LLC ALLEY INVESTMENT MANAGEMENT COMPANY, LLC ANCORA INSURANCE SOLUTIONS LLC XML SECURITIES, LLC

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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