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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-21 |
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
615 N Maguire St, Warrensburg, MO 64093 • United States
500 W 6Th St, Rolla, MO 65401 • United States
101 W Mccarty St, Jefferson City, MO 65101 • United States
4056 Hwy 54, Osage Beach, MO 65065 • United States
2102 W Broadway Blvd, Sedalia, MO 65301 • United States
1076 E Us Hwy 54, Camdenton, MO 65020 • United States
1408 Forum Blvd, Columbia, MO 65203 • United States
201 N Jefferson Ave, Lebanon, MO 65536 • United States
1608 N Rutherford St, Macon, MO 63552 • United States
507 Business Loop 70W, Columbia, MO 65203 • United States
2202 N Baltimore, Kirksville, MO 63501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors, L.L.C. | Overland Park | KS | 07/2016 | 02/2017 |
| Country Capital Management Company | Bloomington | IL | 03/2017 | 01/2019 |
| Mutual Of Omaha Investor Services | Kansas City | MO | 01/2019 | 09/2020 |
| Mutual Of Omaha Insurance Company | Kansas City | MO | 01/2019 | 09/2020 |
| Massmutual Life Insurance Company | Kansas City | MO | 10/2020 | 03/2024 |
| Mml Investors Services, Llc | Kansas City | MO | 11/2020 | 03/2024 |
| U.S. Bancorp Investments, Inc. | Camdenton | MO | 03/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Camdenton | MO | 02/2026 | Present |
Holland Legacy Ventures LLC; Investment-related; Liberty, MO; This is a general purpose business LLC created to hold real estate.; Property management; Property management: 6/3/2026; 8 hours/month; 0 hours/trading; Manage short-term rental listing, bookings, communication with guests, and cleaning/maintenance of property. Manage and pay expenses related to property. Determine rental pricing of property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-09 |
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