Best Investors Account Sign in
Current Employers
Retirement Roots Wealth Management Llc

8500 W 110Th Street, Suite 610, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-11-03
MO RA APPROVED 2022-09-07
  • KS RA
    APPROVED
    Since 2022-11-03
  • MO RA
    APPROVED
    Since 2022-09-07

Branch Locations

8500 W 110Th Street, Suite 610, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 09/2020 02/2021
Retirement Solutions Group, Inc. Overland Park KS 08/2020 11/2020
Home Based Remote Learning Parent Overland Park KS 04/2020 08/2020
Mcknight Signature Dental Leawood KS 09/2006 03/2020
American Senior Benefits Overland Park KS 12/2020 Present
Gradient Advisors Llc Arden Hills MN 02/2021 12/2022
Retirement Roots Wealth Management Llc Overland Park KS 08/2022 Present
Retirement Roots Llc Overland Park KS 11/2021 Present
Rsg Investments (Dba For Ae Wealth Management, Llc) Overland Park KS 08/2020 11/2020
  • 09/2020 → 02/2021
    Topeka, KS
  • 08/2020 → 11/2020
    Retirement Solutions Group, Inc.
    Overland Park, KS
  • 04/2020 → 08/2020
    Home Based Remote Learning Parent
    Overland Park, KS
  • 09/2006 → 03/2020
    Mcknight Signature Dental
    Leawood, KS
  • 12/2020 → Present
    American Senior Benefits
    Overland Park, KS
  • 02/2021 → 12/2022
    Arden Hills, MN
  • 08/2022 → Present
    Overland Park, KS
  • 11/2021 → Present
    Retirement Roots Llc
    Overland Park, KS
  • 08/2020 → 11/2020
    Rsg Investments (Dba For Ae Wealth Management, Llc)
    Overland Park, KS
Previous Registrations
Other Businesses

American Senior Benefits dba Retirement Roots LLC: Investment Related; 8500 West 110th St, Ste 610, Overland Park, KS 66210; Insurance products and services; Owner/Insurance Agent; Start date 11/2021; Approx 110 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-28
  • S65 Uniform Investment Adviser Law Examination
    2020-07-28
Other Names
  • Mindy Bell
  • Mindy Durham
  • Melinda Durham

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor