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INTERACTIVE FINANCIAL ADVISORS

NEW LENOX, IL · CRD 125117 · IAPD ↗ · someonewhocares.com · 630-472-1300

$240.4MRegulatory AUM
33Advisory reps
33Employees
20Clients
11-25Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2026 — INTERACTIVE FINANCIAL ADVISORS now reports custody of client assets ($234.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
April 2026 — INTERACTIVE FINANCIAL ADVISORS notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — INTERACTIVE FINANCIAL ADVISORS reported RAUM down 29% ($337.8M -> $240.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2026 — INTERACTIVE FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
May 2025 — INTERACTIVE FINANCIAL ADVISORS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INTERACTIVE FINANCIAL ADVISORS added office(s): 22 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — INTERACTIVE FINANCIAL ADVISORS notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — INTERACTIVE FINANCIAL ADVISORS added office(s): 21 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2024 — INTERACTIVE FINANCIAL ADVISORS added office(s): 20 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.