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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-03-10 |
| NE | RA | APPROVED | 2018-01-03 |
Branch Locations
5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honkamp Krueger Financial Services, Inc. | Dubuque | IA | 06/2002 | 10/2017 |
| Frankel, Zacharia, Arnold, Nissen, Stamp & Reinsch | Omaha | NE | 11/2001 | Present |
| Proequities, Inc | Omaha | NE | 10/2011 | 10/2017 |
| Mariner Wealth Advisors-Ic, Llc | Overland Park | KS | 12/2017 | Present |
1. DBA: FZA WEALTH MANAGEMENT SERVICES, LLC 2. FRANKEL ZACHARIA, LLC; 11404 W DODGE RD, SUITE 700, OMAHA, NE 68154; PARTNER; PARTNER DUTIES ASSOCIATED WITH A CPA FIRM; START-11/2001; 200 HRS/MONTH. 3. BLUEJAY CAPITAL LLC; 12821 LILLIAN ST, OMAHA, NE 68138; MEMBER; GENERAL MEMBER DUTIES, ACCOUNTING, INVESTMENT REVIEW; START-03/2007; 2 HRS/MONTH. VISIONBANCSHARES INC POSITION: INVESTOR - PASSIVE NATURE: INVESTMENTS INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 02/28/2007 ADDRESS: 1704 S MARSHALL, P O BOX 458, BOONE IA 50036 DESCRIPTION: PASSIVE INVESTOR ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2002-06-11 |
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