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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-09-07 |
Branch Locations
7400 West 132Nd St Suite 190, Overland Park, KS 66213 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
5154 Raintree Pkwy, Lees Summit, MO 64082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd | Kansas City | MO | 01/2017 | 05/2020 |
| Unemployed | Smithville | MO | 05/2016 | 12/2016 |
| Lighthouse Financial Stratagies | Lees Summit | MO | 06/2020 | 02/2024 |
| Lighthouse Financial Strategies | Lees Summit | MO | 02/2024 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 05/2021 | 02/2024 |
| Creative Financial Designs, Inc. | Kokomo | IN | 09/2021 | 02/2024 |
| Cfd Investments, Inc. | Kokomo | IN | 02/2024 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 02/2024 | Present |
1) Lighthouse Financial Strategies-Client Service, Adviser support-Lighthouse Tax Strategies, LLC-Tax preparation-Not Investment related-160 hrs/MO-Lees Summit, Missouri-51% owner-Start date 10/20/21 2) Independent Insurance Sales; investment-related; life insurance; new to insurance, but looking to sell if appropriate to client needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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