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  5. DALEY FINANCIAL PARTNERS, LLC

DALEY FINANCIAL PARTNERS, LLC

Company Details

Entity Name: DALEY FINANCIAL PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Domesticated
Date Formed: 17 Jul 2015
Company Number: LLC_05341213
File Number: 05341213
Type of Management: Member Managed
Date Status Change: 04 Dec 2024
Address 1415 W 22ND ST, TOWER FLOOR, OAK BROOK, 60523, IL
Place of Formation: ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
UMZTLC884KU4 2024-10-19 1211 W 22ND ST, STE 400, OAK BROOK, IL, 60523, 2110, USA 1211 W 22ND ST STE 400, OAK BROOK, IL, 60523, 2110, USA

Business Information
Doing Business As DALEY FINANCIAL PARTNERS LLC
Division Name DALEY FINANCIAL PARTNERS
Congressional District 04
State/Country of Incorporation IL, USA
Activation Date 2023-10-24
Initial Registration Date 2017-05-25
Entity Start Date 2015-07-17
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 523940
Product and Service Codes R710

Points of Contacts
Electronic Business
Title PRIMARY POC
Name JORDAN LEWIS
Address 1211 W. 22ND STREET, SUITE 400, OAK BROOK, IL, 60523, USA
Title ALTERNATE POC
Name URSULA DALEY
Address 1211 W. 22ND STREET, OAK BROOK, IL, 60523, USA
Government Business
Title PRIMARY POC
Name JORDAN LEWIS
Address 1211 W. 22ND STREET, OAK BROOK, IL, 60523, USA
Title ALTERNATE POC
Name URSULA DALEY
Address 1211 W. 22ND STREET, OAK BROOK, IL, 60523, USA
Past Performance
Title PRIMARY POC
Name URSULA DALEY
Address 1211 W. 22ND STREET, OAK BROOK, IL, 60523, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DALEY FINANCIAL PARTNERS 401(K) PLAN 2023 474549138 2024-03-08 DALEY FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1415 WEST 22ND ST TOWER FLOOR, OAK BROOK, IL, 605232074

Signature of
Role Plan administrator
Date 2024-03-08
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-08
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY FINANCIAL PARTNERS 401(K) PLAN 2022 474549138 2023-04-28 DALEY FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1415 WEST 22ND ST TOWER FLOOR, OAK BROOK, IL, 605232074

Signature of
Role Plan administrator
Date 2023-04-28
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-28
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY FINANCIAL PARTNERS 401(K) PLAN 2021 474549138 2022-06-13 DALEY FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1415 W. 22ND ST, TOWER FLOOR, OAK BROOK, IL, 605232110

Signature of
Role Plan administrator
Date 2022-06-13
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-13
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY FINANCIAL PARTNERS 401(K) PLAN 2020 474549138 2021-06-01 DALEY FINANCIAL PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1211 W. 22ND ST SUITE 400, OAK BROOK, IL, 605232110

Signature of
Role Plan administrator
Date 2021-06-01
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-01
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY FINANCIAL PARTNERS 401(K) PLAN 2019 474549138 2020-10-20 DALEY FINANCIAL PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1211 W. 22ND ST SUITE 400, OAK BROOK, IL, 605232110

Signature of
Role Plan administrator
Date 2020-10-20
Name of individual signing URSULAAND DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY FINANCIAL PARTNERS 401(K) PLAN 2018 474549138 2019-07-31 DALEY FINANCIAL PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1211 W. 22ND ST SUITE 400, OAK BROOK, IL, 605232110

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-31
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY FINANCIAL PARTNERS 401(K) PLAN 2017 474549138 2018-11-06 DALEY FINANCIAL PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-15
Business code 523900
Sponsor’s telephone number 6305716077
Plan sponsor’s address 1211 W. 22ND ST SUITE 400, OAK BROOK, IL, 605232110

Signature of
Role Plan administrator
Date 2018-11-06
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-11-06
Name of individual signing URSULA DALEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
SCOTT H. GREENBERG, 950 LEE ST STE 202, DES PLAINES, 60016 Agent 2020-06-17

Manager

Name and Address Role Appointment Date
DALEY, URSULA R, 94 ELM ST, MEDFIELD, MA, 02052 Manager 2024-06-20

Related by officers

SCOTT H. GREENBERG, 950 LEE ST STE 202, DES PLAINES, 60016

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Related by address

1415 W 22ND ST, TOWER FLOOR, OAK BROOK, 60523, IL

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Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State

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