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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-17 |
Branch Locations
1200 Valley West Drive Suite 218, West Des Moines, IA 50266 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primesource Mortgage | Urbandale | IA | 08/2013 | 04/2018 |
| Brookstone Wealth Advisors | Wheaton | IL | 10/2023 | 01/2024 |
| City State Bank | Norwalk | IA | 04/2018 | 04/2021 |
| Mortgageright | Birmingham | AL | 05/2021 | 08/2023 |
| Simplicity Wealth | Summit | NJ | 01/2024 | 07/2024 |
| The Insurance Strategies | West Des Moines | IA | 01/2023 | Present |
| The Retirement Strategies | West Des Moines | IA | 01/2024 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2024 | 01/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2025 | 07/2025 |
| Iams Wealth Management | Omaha | NE | 07/2025 | 07/2026 |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2026 | Present |
1.) The Retirement Strategies; Investment-related; 1200 Valley West Drive Suite 218, West Des Moines, IA 50266; DBA for doing investment business with Creative One Wealth RIA; Owner; 01/2024; 120 hrs/mo; 120 hrs/mo 2.) The Insurance Strategies; Investment Related; 1200 West Valley Dr. Suite 218 West Des Moines IA 50266; It's my own agency/ DBA/Life Insurance, Health Insurance, Long-Term Care, Annuities; Owner/Agent; 01/2024; 60hrs/mo; 60 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
| S66 | Uniform Combined State Law Examination | 2009-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-11 |
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