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3706 Sw Topeka Blvd. Suite 400, Topeka, KS 66609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-05-10 |
Branch Locations
3706 Sw Topeka Blvd. Suite 400, Topeka, KS 66609 • 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 |
|---|---|---|---|---|
| T&M Financial, Inc | Topeka | KS | 06/2003 | Present |
1) ASSURITY LIFE INS, TRAD LIFE PRODUCTS; LINCOLN NE; AGENT SINCE 06/21/03; 20 HRS/WK; SALE 2) T&M FINANCIAL INC FINANCIAL CONSULTANT 06/21/03 20 HRS/WK; TOPEKA KS 3) STATE LIFE INS, LTC, INDIANAPOLIS IN; AGENT SINCE 10/03; SALES, 1 HR/YR 4) CPS SACRAMENT, TRADITIONAL LIFE, SACRAMENTO CA. AGENT 10/10/2009, SALES 2HRS PER MONTH.AFFILIATED WITH WEST COAST AND GENWORTH 5) HEALTHCARE CONSULTANTS, INC., HEALTH INSURANCE, HOUSTON, TX, AGENT SINCE 02/23/10, 1HR/MO, SALES - AFFILIATED WITH BLUE CROSS BLUE SHIELD OF TEXAS COMPANIES 6) ROTARY INTERNATIONAL TOPEKA SOUTH ROTARY, NON-PROFIT PROFESSIONAL ORGANIZATION, TOPEKA, KS, BOARD MEMBER JULY 1, 2011, PRESIDENT JULY 1, 2015 - JUNE 5HR/MO 7) MASS MUTUAL, LONG TERM CARE SPRINGFIELD MA AGENT SINCE 03/15/2012 SALES <1HR/MO 8) INDIVIDUAL ASSURANCE COMPANY (IAC), MEDICARE SUPPLEMENT INSURANCE, SALT LAKE CITY, UT, AGENT SINCE 4/20/15, SALES, LESS THAN 1HR/MO. 9) HEARTLAND NATIONAL LIFE INSURANCE, MEDICARE SUPPLEMENT INSURANCE, SALT LAKE CITY, UT, AGENT SINCE 1/2/13, SALES, LESS THAN 1HR/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-21 |
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