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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-18 |
| CO | RA | APPROVED | 2025-11-21 |
| IA | RA | APPROVED | 2016-07-12 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
5530 West Parkway, Johnston, IA 50131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lone Wolf Financial, Llc | Johnston | IA | 05/2005 | Present |
| Integrity Alliance, Llc | Johnston | IA | 07/2016 | Present |
(1) LONE WOLF FINANCIAL, LLC; DBA for sales of securities, advisory, and insurance products; 6165 NW 86TH STREET, JOHNSTON, IA 50131. (2) AARON J PETERSON OR A J PETERSON; INVESTMENT RELATED; 6165 NW 86TH STREET, JOHNSTON, IA 50131; FIXED AND TRADITIONAL INSURANCE; INDEPENDENT INSURANCE AGENT; BEGAN JULY 2008; APROXIMATELY 10 HOURS PER WEEK INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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