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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-15 |
Branch Locations
816 N High St., Chippewa Falls, WI 54729 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 02/2015 | 03/2017 |
| Benefit Resource Partners | Chippewa Falls | WI | 12/2014 | Present |
| Retirement Wealth Advisors | Chippewa Falls | WI | 03/2017 | 10/2021 |
| Benefit Wealth Partners (Dba For Ia Business) | Chippewa Falls | WI | 10/2017 | Present |
| Creativeone Wealth, Llc Formerly Changepath, Llc | Leawood | KS | 10/2021 | Present |
1.) Benefit Resource Partners; Investment Related; 101 N. Bridge St., Chippewa Falls, WI, 54729; Insurance and Annuity sales; Partner; 12/2014; 80 hrs/mo; 20 hrs/mo; Independently sell Insurance, Annuities and Life Insurance. 2.) Benefit Wealth Partners (DBA); Investment Related; 101 N. Bridge St., Chippewa Falls, WI, 54729; Owner; 10/2017; 80 hrs/mo; 20 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-30 |
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