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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-09-25 |
Branch Locations
1045 76Th Street Suite 1000, West Des Moines, IA 50266 • 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 |
|---|---|---|---|---|
| Honkamp Krueger Financial Services | Dubuque | IA | 10/2009 | 09/2020 |
| Proequities, Inc | Urbandale | IA | 10/2009 | 09/2020 |
| Mariner Wealth Advisors | Des Moines | IA | 09/2020 | Present |
| Avantax Investment Services, Inc. | Urbandale | IA | 09/2020 | Present |
St. Pius X Church Foundation Board; Not investment related, Urbandale, IA, Board Member, Start date: 7/1/2021, 1 hour per month, .5 hours during trading hours, Provide guidance for long term growth and stability
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-31 |
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