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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
3834 Sutherland Ave., Knoxville, TN 37919 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Todd Rechenbach, Clu | Knoxville | TN | 03/2010 | 01/2023 |
| Woodbury Financial Services, Inc. | Knoxville | TN | 10/2012 | 01/2023 |
| Marzolf Investment Group, Llc | Knoxville | TN | 02/2023 | 09/2023 |
| Raymond James Financial Services, Inc. | Knoxville | TN | 02/2023 | 09/2023 |
| Raymond James Financial Services Advisors, Inc. | Knoxville | TN | 02/2023 | 09/2023 |
| Sageview Advisory Group, Llc - Crd # 126777 Dba Sageview Advisor | Knoxville | TN | 11/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2023 | 01/2026 |
| Cetera Advisors Llc | St. Cloud | MN | 03/2024 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | 01/2026 |
| Creative Planning, Llc | Knoxville | TN | 01/2026 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2013; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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