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7400 W. 130Th Street Suite 140, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-02-25 |
| KS | RA | APPROVED | 2021-01-02 |
Branch Locations
7400 W. 130Th Street Suite 140, Overland Park, KS 66213 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Of America | Olathe | KS | 04/2005 | 08/2018 |
| Park Avenue Securities, Llc | Olathe | KS | 04/2005 | 08/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2018 | 03/2021 |
| Aspire Wealth Management, Llc | Overland Park | KS | 08/2018 | Present |
| Aspire Financial Group, Llc | Olathe | KS | 12/2015 | 08/2018 |
| Madison Avenue Securities, Llc | San Diego | CA | 08/2020 | 01/2021 |
| Ae Financial Services, Llc | Topeka | KS | 02/2021 | 06/2021 |
| Berthel Fisher & Company Financial Services, Inc. | Overland Park | KS | 06/2021 | 12/2024 |
| Bfc Planning, Inc. | Overland Park | KS | 06/2021 | 08/2023 |
| Creativeone Securities, Llc | Overland Park | KS | 12/2024 | Present |
1.) Aspire Wealth Management; investment related; 7400 W 130th St Suite 130 Overland Park, KS 66213; DBA Financial Services and Tax Center; President/Financial Advisor; 04/2018; 120 hrs/mo; 90 hrs/mo 2.) Aspire Wealth Management; investment related; 7400 W 130th St Suite 130 Overland Park, KS 66213; RIA; President/IAR; 04/2018; 40 hrs/mo; 30 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-11 |
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