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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-09-24 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Leawood | KS | 04/2012 | 12/2022 |
| Aspire Wealth Management, Llc | Overland Park | KS | 01/2023 | 09/2024 |
| Berthel, Fisher & Company Financial Services, Inc. | Overland Park | KS | 08/2023 | 09/2024 |
| Principal Life Insurance Company | Overland Park | KS | 09/2024 | Present |
| Principal Securities, Inc. | Overland Park | KS | 09/2024 | Present |
INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2026 ADDRESS: 11101 Switzer Rd Suite 100, Overland Park KS 66210, United States DESCRIPTION: Life insurance and fixed annuities, disability and long-term care.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-01 |
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