AdFi
PA

Paul Allan Branshaw

Investment Adviser Representative at Interactive Financial Advisors

New Lenox, ILCRD #2822415Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul Allan Branshaw is an investment adviser representative with Interactive Financial Advisors in New Lenox, IL, where they have been registered since 2005. They have worked in the securities industry since 1997 and have been registered with 5 firms, including GWN Securities Inc. and Great American Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Illinois.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
6 states and territories

California, Florida, Illinois, Indiana, Massachusetts, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 12/31/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/31/1996
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 5/7/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fortune Financial Services, Inc.Current
9/18/2020 – New Lenox, IL
Interactive Financial AdvisorsCurrent
2/16/2005 – New Lenox, IL
GWN Securities Inc.
1/3/2007 – 12/31/2008New Lenox, IL
Great American Advisors, Inc.
3/18/2005 – 12/13/2006New Lenox, IL
PMG Asset Management Inc
1/4/2005 – 3/9/2005Joliet, IL
PMG Securities Corporation
10/29/2002 – 12/31/2004Joliet, IL
PMG Asset Management Inc
8/7/2001 – 10/29/2002Joliet, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Interactive Financial Advisors
    Feb 2005 – no end date reportedChicago, IL
  2. Branshaw TAX Advisors
    Feb 2007 – Dec 2020New Lenox, IL
  3. PAUL Branshaw
    Feb 1997 – no end date reportedNew Lenox, IL
  4. Branshaw Financial
    Jan 2003 – no end date reportedNew Lenox, IL
  5. EGAN Vance Insurance
    Jan 2010 – no end date reportedChicago, IL
  6. Brooklight Place Securities, Inc.
    Dec 2015 – Sep 2020Downers Grove, IL
  7. Fortune Financial Services
    Sep 2020 – no end date reportedMonaca, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Interactive Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
34
Offices listed on AdvisorFinder:
11
Main office:
New Lenox, IL
SEC file number:
801-63771

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 6, 2026

View full firm profile

Other advisors at Interactive Financial Advisors

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Allan Branshaw has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Paul Allan Branshaw (Fortune Financial Services)