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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| KS | RA | APPROVED | 2024-01-02 |
Branch Locations
7101 College Blvd. Suite 620, Overland Park, KS 66210 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| True Wealth & Company Llc | Overland Park | KS | 01/2015 | 03/2024 |
| Trueinsurance.LIfe | Overland Park | KS | 11/2014 | 12/2016 |
| 2 Door, Llc | Overland Park | KS | 01/2020 | Present |
| Mytruehr, Llc | Overland Park | KS | 09/2020 | Present |
| True Exit Solutions | Overland Park | KS | 09/2023 | 12/2023 |
| Intellicents Investments Inc. | Overland Park | KS | 01/2024 | Present |
1.myTrueHR, LLC; NON-INVESTMENT RELATED; Overland Park, KS; HR Consulting and Services; Co-Founder and Director; Approx. 1 hour per month. 2. Intellicents, Inc., 100 N. Broadway Ave., Albert Lea, MN 56007. NOT Investment Related. Ownership interest - Part Owner of holding company for RIA. Since 01/2024. Approximately 1 hour spent per month outside of trading hours. 3.Recreation Construction Group; not investment related; 7101 College Blvd, Suite 620, Overland Park, KS 66210; nature of business is design, build, and installation of outdoor recreation projects for municipalities, schools, and churches; Business Development; start date 07/08/2025; 15 hours a month; .75 hours during trading hours; duties include creating marketing materials, including both print and digital content, and will be speaking to groups over lunch and learns. 4. Sunrise Consulting LLC; not investment related; 4905 W. 150th Street, Leawood, KS 66224; equipment purchasing and leasing; President; 01/01/2026; 1 hour a month; 0 hours during securities trading hours; no ongoing duties, an LLC to house personally bought equipment and someone else is leasing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-25 |
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