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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-03 |
Branch Locations
405 N. Jefferson Ave., Springfield, MO 65806 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J-Mo Marketing | Springfield | MO | 02/2018 | 04/2018 |
| Home | Macon | MO | 05/2016 | 02/2018 |
| Heat Transfer Equipment Company | Tulsa | OK | 03/2018 | 03/2018 |
| Ohio National Financial Services | Cincinnati | OH | 05/2018 | 12/2022 |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2018 | 02/2023 |
| Strategic Financial Concepts, Inc. | Wichita | KS | 02/2018 | 02/2023 |
| One America | Indianapolis | IN | 03/2022 | 02/2023 |
| On Investment Management Co | Cincinnati | OH | 10/2018 | 02/2023 |
| United Advisor Group Dba Strategic Financial | Springfield | MO | 02/2023 | 05/2025 |
| United Advisor Group Dba Wealth By Design | Springfield | MO | 05/2025 | Present |
1) Aaron J. Grahlman Insurance: Independently licensed for Accident and Health or Sickness, Life, and Variable Life and Variable Annuity products. Common products include life insurance, disability insurance, long-term care, and fixed annuities. Provides a variety of insurance products from various companies and may receive commissions on these products. Aaron J. Grahlman has no proprietary affiliation or personal interests in any of these insurance companies and remains independent of such relationships. 2) Leadership Thresholds; Not investment related.; Non-Profit Organization; Board Member; 12/19/2023; 10 hours annually; Sounding board/strategic advisor for the organization's leadership team by providing input on initiatives and projects. 3) Wealth by Design Real Estate LLC (DBA Wealth by Design Real Estate): Real estate-related activities; Limited Liability Company; Member/Owner. Entity formed to engage in real estate sales activities through a licensed real estate broker, including assisting clients with the purchase and sale of real property. Compensation may include real estate commissions and referral fees where permitted by law. These services are offered as an optional, non-investment related service and are separate from the registrant's investment advisory activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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