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Current Employers
Accel Wealth Management

301 Oak Ridge Circle, Waverly, IA 50677 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-12-02
  • IA RA
    APPROVED
    Since 2019-12-02

Branch Locations

301 Oak Ridge Circle, Waverly, IA 50677 • United States

5500 Fountains Dr. Ne Suite 201, Cedar Rapids, IA 52411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities Inc Urbandale IA 06/2013 06/2017
Hkfs Urbandale IA 06/2013 06/2017
Unified Trust Company, N.A. Lexington KY 05/2017 11/2018
Ohio National Financial Services Cincinnati OH 04/2019 11/2019
The O.N. Equity Sales Company Cincinnati OH 05/2019 11/2019
Unemployed Cedar Rapids IA 12/2018 04/2019
Accel Wealth Management Llc Cedar Rapids IA 11/2019 Present
  • 06/2013 → 06/2017
    Proequities Inc
    Urbandale, IA
  • 06/2013 → 06/2017
    Hkfs
    Urbandale, IA
  • 05/2017 → 11/2018
    Unified Trust Company, N.A.
    Lexington, KY
  • 04/2019 → 11/2019
    Ohio National Financial Services
    Cincinnati, OH
  • 05/2019 → 11/2019
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 12/2018 → 04/2019
    Unemployed
    Cedar Rapids, IA
  • 11/2019 → Present
    Accel Wealth Management Llc
    Cedar Rapids, IA
Previous Registrations
Other Businesses

I will be educating, consulting, and selling insurance & annuity products to various clients based on their personal and house hold needs. I will conduct follow-up meetings to make sure their goals & objectives are being met with the current product & services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-23
S63 Uniform Securities Agent State Law Examination 2007-10-25
  • S66 Uniform Combined State Law Examination
    2010-07-23
  • S63 Uniform Securities Agent State Law Examination
    2007-10-25
Other Names
  • Mitch Lee Cook

View on SEC IAPD

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