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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 | 2023-11-16 |
| IN | RA | APPROVED | 2020-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Fort Wayne | IN | 02/2016 | 05/2018 |
| R & C Farms | Decatur | IN | 04/2009 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2020 | Present |
| Runestad Financial Services | Fort Wayne | IN | 05/2018 | Present |
| Corecap Advisors | Southfield | MI | 06/2018 | 12/2019 |
1.) RUNESTAD FINANCIAL SERVICES; YES INVESTMENT RELATED; 3925 UNION CHAPEL RD, FORT WAYNE, IN 46845; INSURANCE SALES; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 05/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) R AND C FARMS; NOT INVESTMENT RELATED; ; FARM HAND ; START DATE 04/2009; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 3.) PEACE MONTESSORI SCHOOL; NOT INVESTMENT RELATED; 2315 LONG ROAD, NEW HAVEN, IN 46774; PRIVATE, NONPROFIT SCHOOL; BOARD MEMBER; START DATE: 01/2026; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-18 |
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