0001606944-24-000003.txt : 20240201
0001606944-24-000003.hdr.sgml : 20240201
20240201074518
ACCESSION NUMBER: 0001606944-24-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: BURGER,MAGGIE,JO,
FILED AS OF DATE: 20240131
DATE AS OF CHANGE: 20240201
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Speer Financial, Inc.
CENTRAL INDEX KEY: 0001606944
ORGANIZATION NAME:
IRS NUMBER: 362515109
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-00539
FILM NUMBER: 24585067
BUSINESS ADDRESS:
STREET 1: 230 W. MONROE STREET
STREET 2: SUITE 2630
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 312-346-3700
MAIL ADDRESS:
STREET 1: 230 W. MONROE STREET
STREET 2: SUITE 2630
CITY: CHICAGO
STATE: IL
ZIP: 60606
MA-I/A
1
primary_doc.xml
MA-I/A
0001606944
XXXXXXXX
Daniel Forbes
312-780-2281
dforbes@speerfinancial.com
vstanford@speerfinancial.com
N
0001606944-21-000006
N
Maggie
Jo
Burger
N
1
0001606944
Speer Financial, Inc.
07-01-2005
N
Firm is waiting to file its MA-Is
LOCATED
07-01-2005
531 Commercial Street
SUITE 608
Waterloo
IA
50701
07-2005
Speer Financial, Inc.
Chicago
IL
60602
Y
N
Senior Vice President
08-1999
06-2005
Farm Credit Services of America
Manchester
IA
50715
N
N
Financial Specialist
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-31-2024
Daniel
Dean
Forbes
Daniel Forbes