Preferred Planning Concepts, LLC

Our office is located at 1700 E Golf Road #250, Schaumburg, IL 60173. View Map

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Planning Concepts, LLC and Cambridge are not affiliated.

We are licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Louisiana (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nebraska (NE), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Virginia (VA), Wisconsin (WI), Wyoming (WY).

Check out the background of this investment professional on FINRA’s BrokerCheck

    • Financial Planning/Investment Advisory Meeting

      1 hour

    • Financial Planning/Investment Advisory Meeting — Dave (Online)

      1 hour

    • Financial Planning Online Go-to-Meeting — Ken

      1 hour

    • Financial Planning/Investment Advisory Meeting (Offsite Location)

      1 hour 30 minutes

    Business Retirement & Group Benefits

    • Fiduciary Review Meeting (e.g., 401k, 403b, SEP-IRA, etc.)

      1 hour

    • Business Retirement Plans & Group Benefits (e.g., 401k, 403b, SEP-IRA, etc.) (2 hours)

      2 hours

    • Business Retirement Plans & Group Benefits (e.g., 401k, 403b, SEP-IRA, etc.) (4 hours)

      4 hours

    • Business Retirement Plans & Group Benefits (e.g., 401k, 403b, SEP-IRA, etc.) (6 hours)

      6 hours

    • Business Retirement Plans & Group Benefits (e.g., 401k, 403b, SEP-IRA, etc.) (8 hours)

      8 hours

    PPC Support & Service Team

    • PPC Support & Service Team Meeting

      1 hour

    Vendors

    • Financial Services Wholesaler

      1 hour 30 minutes

    • Financial Services Wholesaler

      30 minutes

    • Financial Services Wholesaler

      1 hour

    • Training

      8 hours