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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-06-17 |
| OH | RA | APPROVED | 2021-06-16 |
| IN | RA | APPROVED | 2021-03-19 |
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
2350 Nw 128Th St, Urbandale, IA 50323 • United States
Capital Insurance And Financial Services Llc 6319 Mutual Dr. Ste. H, Ft. Wayne, IN 46825 • 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 |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 06/2007 | 12/2019 |
| Independent Wealth Network, Inc. | Urbandale | IA | 03/2001 | Present |
| Lasalle St. Securities, L.L.C. | Elmhurst | IL | 01/2013 | 02/2021 |
1) Capital Insurance & Financial Services, LLC. - Life & Fixed Insurance - Owner & Insurance Advisor - Ft. Wayne, IN. started 03/2001 - 40 hours monthly during trading hours - insurance product sales. 2) Visions in Renovations, LLC. - Real Estate - Owner - Ft. Wayne, IN. started xx/2016 - 30 hours, 10 during trading hours - A portfolio of rentals that are renovated, rented, or resold (1-2 per year).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-02 |
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