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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 2024-11-01 |
| WI | RA | APPROVED | 2024-11-01 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1600 Maxwell Drive Suite 2, Hudson, WI 54016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2015 | 10/2016 |
| Northwestern Mutual Investment Services Llc | Mendota Hts | MN | 10/2015 | 10/2016 |
| American United Life | Edina | MN | 10/2016 | 05/2020 |
| Oneamerica Securities | Edina | MN | 12/2016 | 05/2020 |
| Cetera Advisor Networks | El Segundo | CA | 05/2020 | 11/2021 |
| Hsf Financial Llc | Hudson | WI | 01/2018 | Present |
| Hsf Housing Llc | Saint Paul | MN | 01/2018 | Present |
| Strategic Investment Partners - Sip Wealth Management | Minneapolis | MN | 05/2020 | 11/2021 |
| Woodbury Financial Services Inc | Hudson | WI | 12/2021 | 01/2024 |
| Osaic Wealth, Inc. | Hudson | WI | 01/2024 | 10/2024 |
| Creativeone Securities, Llc | Overland Park | KS | 11/2024 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 11/2024 | Present |
1. HSF Financial LLC; investment related; 152 Maria Ave #1 St. Paul, MN 55106; Fixed, Annuity, Life Insurance, LTC, Disability; Owner; Also involved with Lifetime Wealth Advisors; 01/2018; 200 hrs/mo; 160 hrs/mo; Owner 2. HSF Housing LLC; not investment related; 152 Maria Ave #1 St. Paul, MN 55106; Rental Properties; Owner; 01/2018; 5 hrs/mo; 0 hrs/mo 3. Lifetime Wealth Advisors; investment related; 1600 Maxwell Drive. Suite 2. Hudson, WI. 54016; Securities, Advisory, Fixed Insurance; Financial Advisor Assistant; 01/2022; 90 hrs/mo; 90 hrs/mo; Scheduling, Paperwork, Trade accounts, build portfolios, meet with clients 4. CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; IAR; 11/2024; 150 hrs/mo; 130 hrs/mo; Advisory Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-21 |
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