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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2025-02-26 |
Branch Locations
1012 Grand Avenue, West Des Moines, IA 50265-3501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-07-02 |
Branch Locations
1012 Grand Avenue, West Des Moines, IA 50265-3501 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 06/2018 |
| Summit Brokerage Services, Inc. | West Des Moines | IA | 06/2018 | 09/2019 |
| Summit Financial Group Inc | West Des Moines | IA | 06/2018 | 05/2021 |
| The Planners Professional Services, Inc. | West Des Moines | IA | 06/2018 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 02/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2025 |
| Lpl Financial Llc | West Des Moines | IA | 02/2025 | Present |
1- 01/2025 / The Planners Financial Services / DBA for LPL Business (entity for LPL business) / INV RLTD / At Reported Business Location(s) / START 02/10/2025 2- 01/2025 / Jepsen Financial Services / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 02/10/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-18 |
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