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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-17 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
120 S Maple St, Cole Camp, MO 65325 • United States
125 Winchester Dr., Sedalia, MO 65301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Cole Camp | MO | 10/2015 | 02/2024 |
| Thrivent Financial | Appleton | WI | 03/2016 | 02/2024 |
| Sumner Insurance Services, Llc | Sedalia | MO | 04/2024 | Present |
| Brokers International Financial Services | Cole Camp | MO | 05/2024 | Present |
1. Sumner Insurance Services, LLC; Investment related; 2300 West Broadway Blvd Sedalia, MO 65301; Fixed insurance and annuity products; Agent; 04/01/2024; 20 hours per month; 20 hours during trading hours; Sales and service of life, health, and fixed annuity products. 2. Sumner Financial Solutions, LLC; Investment related; 2306 W Broadway Blvd Sedalia, MO 65301; DBA for securities business; IAR; 05/01/2024; 120 hours per month; 120 hours during trading hours; Meet with clients to evaluate their financial situation and give recommendations on products to meet their needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
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