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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-05-12 |
Branch Locations
417 N. Milwaukee Street, Waterford, WI 53185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steffens Insurance Group, Inc. | Waterford | WI | 01/2017 | Present |
| University Wisconsin Oshkosh | Oshkosh | WI | 09/2012 | 12/2016 |
| Ohio National Financial Services | Cincinnati | OH | 07/2017 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2017 | Present |
1) V3 Financial Wealth Strategies; not investment related; 417 N Milwaukee St Waterford WI 53185; Junior agent; solicitation of Life Health Disability; Start date 01/03/2017-present; 160 hours/month; 160 trading/hours; Sales. 2) Estate Documents Por, LLC; not investment related; 3101 N Central Ave Ste 1600 Phoenix AZ 85012;Technology platform for wills & trusts offered through Estate Documents Pro; Licensed Subscriber; Start date 10/1/2024-present; 5 hours/month; N/A trading hours/month; To provide a technological platform/resource for our clients to implement a will or trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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