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3209 Smith Valley Road Suite 123, Greenwood, IN 46142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-26 |
Branch Locations
3209 Smith Valley Road Suite 123, Greenwood, IN 46142 • United States
7887 E. Bellview Ave Suite #1100, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Companies | Springfield | IL | 11/2015 | 11/2019 |
| Horace Mann Investors, Inc. | Springfield | IL | 11/2015 | 11/2019 |
| Prospera Education Financial, Llc | Denver | CO | 09/2015 | 02/2025 |
| Helping Hand Financial, Llc | Greenwood | IN | 07/2020 | Present |
1.RELIANT ASSURANCE BROKERAGE, LLC POSITION: Managing Member/Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 per month some during trading. ADDRESS: 6701 E. LA SALLE PLACE, DENVER CO 80224 DESCRIPTION: Insurance Sales 2. KLESINGER CONSULTING, LLC POSITION: President NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2011 ADDRESS: 6701 E La Salle Place, Denver CO 80224 DESCRIPTION: Occassionally (Infrequently) I help a person/company with IT related FP&A or data modeling. 4. PRAIRIE ROAD REAL ESTATE, LLC POSITION: Member NATURE: Leasing real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 6701 E La Salle place, Denver CO 80224, United States DESCRIPTION: Investment in Real Estate 3. LASALLE RE, LLC POSITION: President NATURE: This is an investment property. The LLC is more for liability protection. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/24/2018 ADDRESS: 6701 E La Salle Place, Denver CO 80224, United States DESCRIPTION: This is an investment property; it is a single family home. I have hired a property management team who will lease the property. The rents should cover the mortgage, insurance and taxes. The LLC is more for liability protection.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-24 |
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