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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-17 |
Branch Locations
816 N High St., Chippewa Falls,, WI 54729 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Wealth Partners | Chippewa Falls | WI | 01/2020 | Present |
| Creativeone Wealth, Llc Formerly Changepath, Llc | Overland Park | KS | 10/2021 | Present |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 01/2016 | 05/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2018 | 10/2020 |
| Appel Chiropractic | Chippewa Falls | WI | 11/2018 | 12/2020 |
| University Of Wisconsin- Eau Claire | Eau Claire | WI | 09/2016 | 05/2019 |
| Jcpenney's | Eau Claire | WI | 06/2017 | 11/2018 |
1.) Benefit Wealth Partners; Investment Related; 816 N High St., Chippewa Falls, WI 54729; Life Insurance and Annuity Sales; Insurance Agent & Assistant; 01/2020; 120 hrs/mo; 120 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-06 |
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