John Foley has been Founding Partner & Certified Financial Planner of Central Illinois Group since January 2025, is a control person of the firm and directly owns between 25% and 50% of it. John Foley holds a Degree in Agricultural Engineering from the University of Illinois.
Central Illinois Group, LLC is a Champaign, IL firm with $492M under management, 433 clients and 6 advisers across 2 offices, as of its September 2026 filing.
John Foley is Founding Partner of LifeWise Wealth Advisors. He has over 40 years of experience serving clients in the financial services industry, having been affiliated with companies including Prudential and LPL Financial. In 2016, he co-founded LifeWise Wealth Advisors with Caleb Smoes.
John Foley’s longest registration was 7 years at LPL Financial LLC (2006–2013). Before joining Central Illinois Group in 2026, John Foley was registered through Cetera Investment Advisers LLC and Cetera Advisor Networks LLC.
- Lifewise Wealth AdvisorsCurrent– present · under a yearChampaign, IL · Adviser representative · Firm CRD 341748
- Cetera Investment Advisers LLC– · 3 yearsChampaign, IL · Adviser representative · Firm CRD 105644
- Cetera Advisor Networks LLC– · 4 yearsChampaign, IL · Adviser representative · Firm CRD 13572
- Ipi Wealth Management, Inc.– · 5 yearsChampaign, IL · Adviser representative · Firm CRD 111872
- First Advisors Financial Group, LLC– · 7 yearsSavoy, IL · Adviser representative · Firm CRD 139750
- LPL Financial LLC– · 7 yearsSavoy, IL · Adviser representative · Firm CRD 6413
- First Advisors Financial Group, LLC– · 2 yearsParsippany, NJ · Adviser representative · Firm CRD 106396
- Comprehensive Asset Management and Servicing, Inc.– · under a yearSavoy, IL · Adviser representative · Firm CRD 43814
- Linsco/Private Ledger Corp.– · 4 yearsChampaign, IL · Adviser representative · Firm CRD 6413
Professional designations
Listed by Central Illinois Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
John Foley is registered as an investment adviser representative in Illinois, since July 2026.
- IllinoisSince 27 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 March 1999 |
| Series 7 | General Securities Representative Examination | 29 August 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 October 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John David Foley
- CRD
- 1287148
- Firm
- Central Illinois Group · CRD 341748
- Role
- Founding Partner & Certified Financial Planner
- Office
- 2911 CROSSING COURT, SUITE 102, Champaign, IL 61822
- Registration
- Investment adviser registration
- In the industry since
- October 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifewisewealth.com
Where does John Foley work?
John Foley has been Founding Partner & Certified Financial Planner of Central Illinois Group, LLC since January 2025, and is a control person of the firm.
Is John Foley a financial advisor?
Yes. John Foley has a current investment-adviser registration in Illinois, through Central Illinois Group since July 2026.
How many years of experience does John Foley have?
John Foley has 41 years in the financial industry, since October 1984, across 8 adviser firms.
What exams has John Foley passed?
John Foley has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in October 1984. FINRA credited John Foley with the SIE, which began in October 2018.
Where did John Foley work before Central Illinois Group?
Before Central Illinois Group, John Foley was registered through Cetera Investment Advisers LLC, June 2023 to July 2026; Cetera Advisor Networks LLC, January 2019 to June 2023; Ipi Wealth Management, Inc., November 2013 to February 2019; First Advisors Financial Group, LLC, June 2006 to November 2013; LPL Financial LLC, February 2006 to November 2013; First Advisors Financial Group, LLC, August 2003 to April 2006; Comprehensive Asset Management and Servicing, Inc., August 2003 to August 2004; Linsco/Private Ledger Corp., March 1999 to September 2003.
Where is John Foley based?
John Foley’s registered office is in Champaign, IL.
Is John Foley registered with FINRA?
No. John Foley has no current broker registration.
Is John Foley a CFP?
Central Illinois Group lists John Foley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Foley’s record?
Search CRD 1287148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Foley’s full registration record.
