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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-01 |
| IL | RA | APPROVED | 2016-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Elgin | IL | 06/2016 | 11/2016 |
| Guardian Wealth Advisory Group | Elgin | IL | 05/2014 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2016 | Present |
| Jager Financial Services | Elgin | IL | 10/2015 | Present |
| Guardian Wealth Advisory Group | Elgin | IL | 09/2022 | Present |
1. Jager Financial Services, investment-related, 81 Market St., Suite #5 Elgin, IL, Owner/President, 10/2015, 200 hours/month, 160 hours/trading. GUARDIAN WEALTH ADVISORY GROUP POSITION: Owner 50% NATURE: Guardian Wealth Advisory Group LLC purchased assets of Teboda and Associates 9/1/2022. New agency to be licensed under AEWM as IAR. Securities and Insurance licensed INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/02/2022 ADDRESS: 81 Market Street #5, Elgin IL 60123, United States DESCRIPTION: Owner and Producer NATIONAL ALLIANCE ON STUDENT LOAN DEBT BOARD MEMBER POSITION: Board Member NATURE: January 11, 2024 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: None, Elgin IL 60123, United States DESCRIPTION: January 11, 2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-05 |
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