Funding an Account with ATIA Wealth Management Group:
*All checks, ACHs, and wire transfers to fund an account are made payable to the Custodian of record, For the Benefit of the Clients' Name or Organization, for further credit to
clients' designated account. Funds are never made payable to Advanced Trader Investment Advisors, LLC.
Pershing LLC (A Subsidiary of The Bank of New York Mellon)
InterActive Brokers, LLC.
Advisory client(s) must first receive, complete, and return items listed below:
ADV FORM Part 2A
ADV FORM Part 2B
Investment Advisory Contract
Financial Planning Agreement (Optional)
- New Account Application Forms
To speak with an ATIA Investment Advisor Representative call 217.523.7700 US/CST.
Certfied & Regular Way Mail:
ATIA Wealth Management Group
Advanced Trader Investment Advisors, LLC.
411 E. Monroe St
Springfield, IL. 62705
*Advanced Trader Investment Advisors, LLC. If and when ATIA refers a client to a custodian broker/dealer
or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the b/d or Third Party Money Manager is
registered or on file, and a Member of FINRA, and SIPC.