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5440 West 110Th Street Suite 300, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-09 |
| MO | RA | APPROVED | 2011-04-15 |
| KS | RA | APPROVED | 2011-04-12 |
Branch Locations
5440 West 110Th Street Suite 300, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Index Portfolio Solutions ,Llc | Leawood | KS | 01/2011 | Present |
Erica Massman; Licensed Life and Health Insurance Agent in KS & MO; Not Investment-Related; 5101 West 129th Street, Leawood, KS 66209; Less than 30 mins/month; Est. 2017; Ability to write life and health policies outside of Index Wealth Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-10 |
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