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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-20 |
| WI | RA | APPROVED | 2020-11-11 |
| TX | RA | APPROVED | 2017-04-27 |
| NE | RA | APPROVED | 2016-05-20 |
| SD | RA | APPROVED | 2016-05-17 |
| FL | RA | APPROVED | 2016-05-16 |
| AR | RA | APPROVED | 2016-05-13 |
| CO | RA | APPROVED | 2016-05-13 |
| IL | RA | APPROVED | 2016-05-13 |
| IN | RA | APPROVED | 2016-05-13 |
| IA | RA | APPROVED | 2016-05-13 |
| KS | RA | APPROVED | 2016-05-13 |
| LA | RA | APPROVED | 2016-05-13 |
| MN | RA | APPROVED | 2016-05-13 |
| MO | RA | APPROVED | 2016-05-13 |
| NC | RA | APPROVED | 2016-05-13 |
| OR | RA | APPROVED | 2016-05-13 |
| SC | RA | APPROVED | 2016-05-13 |
Branch Locations
505 N. 3Rd St, Red Oak, IA 51566 • United States
6020 East Fulton, Ada, MI 49301 • USA
2111 South 67Th St., Suite 3000, Omaha, NE 68106 • United States
610 Senate Ave., Red Oak, IA 51566 • United States
101 N. Main St. #6, Oakland, IA 51560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnmi Properties, Llc | Red Oak | IA | 11/2012 | Present |
| Miller Financial Group Inc | Red Oak | IA | 06/2015 | 01/2023 |
| Usa Financial Securities | Ada | MI | 05/2016 | Present |
| Milestone Financial Group | Red Oak | IA | 01/2023 | Present |
1) MILESTONE FINANCIAL GROUP, INC. - 610 SENATE AVE BOX 637, RED OAK. START DATE 07/11/2016. LICENSED AGENT. SELL FIXED ANNUITIES AND INSURANCE. INVESTMENT RELATED. 8 HOURS PER MONTH DEVOTED TO BUSINESS. 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) MILESTONE FINANCIAL GROUP, INC. - 610 SENATE AVE BOX 637, RED OAK. START DATE 04/05/2024. PRESIDENT/ADVISOR. ESTATE PLANNING FACILIATION UTILIZING WEALTH.COM NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) MILESTONE FINANCIAL GROUP, INC. - 610 SENATE AVE BOX 637, RED OAK. START DATE 03/13/2024. LICENSED AGENT. MEDICARE PLANNING SERVICES. CHARGING FEES FOR MEDICARE ADVISE. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4) MILESTONE FINANCIAL GROUP, INC. 610 SENATE AVE BOX 637, RED OAK. START DATE 05/24/2023. PRESIDENT AND 1/2 OWNER. DBA ENTITY. INVESTMENT RELATED. 240 HOURS PER MONTH DEVOTED TO BUSINESS. 180 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5) MILESTONE FINANCIAL TAX AND BUSINESS SERVICES, LLC. - 610 SENATE AVE BOX 637, RED OAK. START DATE 05/05/2025. PRESIDENT AND MANAGING MEMBER OF LLC. TAX PLANNING/PREPARATION/CPA. OVERSEE OPERATIONS. NOT INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 6) PNMI PROPERTIES, LLC - 610 SENATE AVE BOX 637, RED OAK. START DATE 07/18/2016. MANAGING MEMBER OF LLC. REAL ESTATE. THIS ENTITY OWNS THE BUILDING HOUSING OUR FIRM. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 7) RETIREMENT BUILT TO LAST - 610 SENATE AVE BOX 637, RED OAK. START DATE 01/03/2017. AUTHOR OF BOOK, SALES ON AMAZON. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-02 |
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