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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-18 |
| IA | RA | APPROVED | 2014-07-31 |
Branch Locations
231 First St E, Independence, IA 50644 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
402 Main St, Dysart, IA 52224 • United States
106 Main St, Decorah, IA 52101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Center | Independence | IA | 01/2012 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 12/2013 | Present |
| Jam Llc | Independence | IA | 11/2012 | Present |
| Insurance Center | Independence | IA | 05/2012 | Present |
1.) INVESTMENT CENTER - CHIEF EXECUTIVE OFFICER/PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - INDEPENDENCE, IA - SINCE 01/2012 - INVESTMENT RELATED 2.) JAM LLC - VICE PRESIDENT - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - INDEPENDENCE, IA - SINCE 11/2012 - INVESTMENT RELATED 3.) INSURANCE CENTER - CHIEF EXECUTIVE OFFICER/PRESIDENT - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 05/2012 - INVESTMENT RELATED 4.) JEFFRY JON FRUCHTENICHT REVOCABLE TRUST DTD 3/14/2018 - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - INDEPENDENCE, IA - SINCE 09/2024 - INVESTMENT RELATED 5.) FRUCHTENICHT AND INVESTMENT CENTER FOUNDATION - DIRECTOR/PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - INDEPENDENCE, IA - SINCE 09/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-07 |
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