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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janice S. Towne | Mt. Pleasant | IA | 01/1978 | Present |
| Insurance | Keosauqua | IA | 12/1997 | Present |
| Avantax Investment Services, Inc. | Keosauqua | IA | 09/1999 | 10/2024 |
| Avantax Advisory Services | Keosauqua | IA | 10/2000 | 10/2024 |
| Riverview Financial Group,Pc | Keosauqua | IA | 11/2009 | Present |
| Avantax Insurance Agency, Llc | Keosauqua | IA | 05/2017 | 10/2024 |
| Rental Property | Keosauqua | IA | 03/2014 | Present |
| Hotel Manning Preservation Group | Keosauqua | IA | 04/2018 | Present |
| Henry County Health Center Foundation | Mt Pleasant | IA | 09/2023 | Present |
| Fixed And Equity Indexed Annuities | Keosauqua | IA | 12/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 10/2024 | Present |
1) HOTEL MANNING PRESERVATION GROUP, 100 Van Buren Street, Keosauqua IA 52565, United States, 04/01/2018, Treasurer, Owner/Partner of a Business Entity, NIR, 5/MO - 5/Trading 2) RENTAL PROPERTY, 709 1st Street, Keosauqua IA 52565, United States, 03/28/2014, Owner, Real Estate, NIR, 1/MO - 0/MO 3) JAN TOWNE, 709 1st Street, Keosauqua IA 52565, United States, 05/01/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2/MO - 2/Trading 4) RIVERVIEW FINANCIAL GROUP, 709 1st Street, Keosauqua IA 52565, United States, 11/01/2009, Owner, Tax services, NIR, 80/MO - 70/Trading 5) HENRY COUNTY HEALTH CENTER FOUNDATION, 407 S White St, Mt Pleasant IA 52641, United States, 09/01/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1/MO - 0/Trading 6) JAN TOWNE, 709 1st Street, Keosauqua IA 52565, 05/2017, Agent, Insurance/Benefits/Human Resources, INV REL, 2 HR/MO, 2 HR/MO TRADING. 7) RIVERVIEW FINANCIAL GROUP, 709 1st Street, Keosauqua IA 52565, United States, 11/01/2009, IAR, DBA, INV REL, 80/MO - 70/Trading 8) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/30/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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