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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-11-01 |
Branch Locations
1000 Edgewater Pointe Suite 306, Lake St. Louis, MO 63367 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Resources Group Llc | O'FAllon | MO | 02/2009 | 01/2022 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2013 | 10/2017 |
| Iams Wealth Management, Llc | Elkhorn | NE | 10/2017 | Present |
| Turner Financial Wealth Management | Lake Saint Louis | MO | 01/2022 | Present |
ENTITY: TURNER FINANCIAL WEALTH MANAGEMENT; LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS INV REL; SELL FIXED ANNUITIES, LONG-TERM CARE, LIFE INSURANCE; VICE PRESIDENT; START DATE=01/2022; HRS/MO=20; TRADING HRS/MO=20; DEVELOP AND RECOMMEND INSURANCE RELATED PLANNING STRATEGIES FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-06-26 |
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