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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-07-24 |
| KS | RA | APPROVED | 2024-07-23 |
| MO | RA | APPROVED | 2024-07-23 |
| IA | RA | APPROVED | 2024-07-08 |
Branch Locations
2900 100Th Street Suite 106, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionpoint Advisory Group | Urbandale | IA | 10/2015 | 05/2017 |
| Group Benefits Ltd | Urbandale | IA | 07/2015 | 05/2017 |
| Kestra Financial, Inc. | Urbandale | IA | 05/2017 | 04/2019 |
| Strategic Retirement Partners | Shorewood | IL | 05/2017 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Business Name: SRP - Strategic Retirement Partners Investment Related: Yes Address: 2900 100th St. Ste 106 Urbandale IA 50322 Nature of Business: DBA name; Investment Advisory services through WELLth Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 5/1/2017 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Retirement Plan Consulting. Business Name: Group Benefits, Ltd. Investment Related: No Address: 12006 Ridgemont Dr. Urbandale IA 50323 Nature of Business: Other Other/None of the Above Referral of benefits clients from Group Benefits insurance clients Position, Title or Relationship: Director of Retirement Plan Services Start Date: 10/1/2015 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Organize business development and marketing efforts to expand retirement plan cross-selling opportunities within the Group Benefits, Ltd affiliated agent network.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-06 |
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