Rachel Ellen Loxterman

Current Employers

Employment History

• 05/1994 → Present
  Coleman Quiner Ltd
  Des Moines, IA
• 06/1997 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 08/2012 → 09/2016
  Vsr Advisory Services, Inc.
  Overland Park, KS
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Johnston, IA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2019 → 05/2021
  Summit Financial Group Inc
  Johnston, IA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-09-02 → 2021-05-20
  Summit Financial Group Inc
  Johnston, IA
• 2016-09-07 → 2016-11-02
  Vsr Financial Services, Inc.
  Johnston, IA
  Overland Park, KS
• 2012-08-15 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Johnston, IA
  Johnston, IA
  Overland Park, KS

Other Businesses

(1) TOY BOX STORAGE CONDOMINIUM OWNER'S ASSOCIATION INC.; NOT INVESTMENT RELATED; 5460 MERLE HAY ROAD, SUITE J, JOHNSTON, IA 50131; CLERICAL AND ADMINISTRATIVE; BOOKKEEPER/ADMINISTRATIVE; BEGAN 11/1/2011; 10 HOURS PER MONTH WITH 8 DURING TRADING; SECRETARIAL AND BOOKKEEPING DUTIES FOR ASSOCIATION. (2) NAME OF OTHER BUSINESS: COLEMAN/ QUINER LTD ; INVESTMENT RELATED: YES ; ADDRESS: 5460 MERLE HAY ROAD, SUITE J, JOHNSTON, IA 50131; NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT / DIRECTOR ; APX NUMBER OF HOURS PER WEEK: 50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DAY-TO-DAY MANAGEMENT RESPONSIBILITIES ; 3) NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 9/2013; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2023; APX NUMBER OF HOURS PER WEEK: 10;; APX NUMBER OF HOURS DURING TRADING HOURS: 10;; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-14
• S63 Uniform Securities Agent State Law Examination
  1997-10-01

Other Names

• Rachel Elleo Hoger
• Rachel Ellen Hoger