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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-04 |
Branch Locations
1455 Frazee Road Suite 500, San Diego, CA 92108 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Estate Planning | San Diego | CA | 01/2015 | Present |
| Law Office Of Karl Knickmeyer | Westlake Village | CA | 01/2020 | Present |
| Medicaid Success | Westlake | OH | 01/2021 | Present |
| Various Carriers | San Diego | CA | 10/2014 | Present |
| Plemons & Associates | San Diego | CA | 08/2019 | Present |
| Advanced Wealth Planning | San Diego | CA | 07/2023 | Present |
1. Advanced Wealth Planning; Investment related: Yes; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Owner; Start Date: 07/2023; 160 hrs/month and during securities trading hours; Offering investment advisory services. 2. Advanced Estate Planning; Investment related: Yes; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Owner; Start date: 01/2015 ; 60 hrs/month with 30 during trading hours; Assist clients with insurance products, estate planning and Medicaid planning. 3. Law Office of Karl Knickmeyer; Investment related: No; 2945 Townsgate Road #200, Westlake Village, CA 91361; Paralegal; Start date: 01/2020; 10 hrs/month with 2 hrs during trading hours; Prepare documents under the direction of the attorney. 4. Medicaid Success; Investment related: No; 24600 Center Ridge Road, Suite 240, Westlake, OH 44145; Medicaid Planning; Sub contractor; Start date: 01/2021; 40 hrs/month with 5 hrs during trading hours; Assists with preparing Medicaid applications. 5. Insurance agent with various carriers; San Diego, CA; Investment related: No; Start date: 10/2014 6. Plemons & Associates; Investment related: No; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Owner/Legal Document Assistant; Start Date 08/2019; 2 hrs/month with less than 1 hr during trading hours; Completes self-help legal documents. 7. Jamie Plemons Advanced Insurance and Wealth Services; Investment related: Yes; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Insurance; Principal Broker; Start Date: 2025; 5 hrs/month with 2 during trading hours; Helps clients obtain the proper policy for their needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S66 | Uniform Combined State Law Examination | 2002-12-27 |
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