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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-08-04 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
7465 Sr 366 Ste A, Huntsville, OH 43324 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2015 | Present |
| Clark Financial Group | Huntsville | OH | 04/2008 | Present |
| Michael Krouse Independent Insurance | Huntsville | OH | 03/2005 | Present |
1.) CLARK FINANCIAL GROUP - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - SINCE 06/2009 - HUNTSVILLE, OH, - INVESTMENT RELATED 2.) MICHAEL KROUSE - ASSOCIATE - NON-VARIABLE INSURANCE - HUNTSVILLE, OH - SINCE 03/2005 - INVESTMENT RELATED 3.) CLARK FINANCIAL GROUP - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - HUNTSVILLE, OH - SINCE 03/2008 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
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