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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| KS | RA | APPROVED | 2024-01-19 |
Branch Locations
11900 College Blvd Ste 320, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hadel Financial Solutions, Inc. | Overland Park | KS | 08/2002 | 01/2023 |
| Woodbury Financial Services, Inc. | Overland Park | KS | 03/2012 | 01/2024 |
| Lpl Financial Llc | Overland Park | KS | 01/2023 | 02/2023 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2024 | Present |
1) HADEL FINANCIAL SOLUTIONS, INC. POSITION: Producer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2012 ADDRESS: 11900 College Blvd., Suite 320, Overland Park KS 66210, United States DESCRIPTION: Recommend appropriate insurance coverage for clients. 2) SELLING OF LIFE, HEALTH, DI, ETC. POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2012ADDRESS: 11900 College Blvd. Suite 320, Overland Park KS 66210, United States 3) HADEL RETIREMENT & BUSINESS SOLUTIONS POSITION: Consulting NATURE: Compensation for services rendered to a C- Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2012 ADDRESS: 11900 College Blvd., Suite 320, Overland Park KS 66210, United States DESCRIPTION: Assist in servicing clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-11 |
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