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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-23 |
| TX | RA | APPROVED_RES | 2022-02-24 |
| KS | RA | APPROVED | 2022-02-22 |
Branch Locations
7260 W 135Th St, Overland Park, KS 66223-1258 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Leawood | KS | 08/2015 | 04/2018 |
| Cuna Brokerage Services | Waverly | IA | 04/2019 | 02/2022 |
| Mazuma Cu | Overland Park | KS | 04/2019 | Present |
| Homemaking/Unemployed | Olathe | KS | 04/2018 | 03/2019 |
| Ameriprise Financial Services, Llc | Overland Park | KS | 02/2022 | Present |
Outside Employment; Mazuma Credit Union; Financial Advisor - Wealth Management; ; 7260 W 135th Street, , Overland Park, KS, 66223; Investment-Related; 04/01/2019; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-11 |
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