Brian Dale Coleman

Current Employers

80/20 Financial Services

Ozark, MO • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2019-04-02

MO RA
APPROVED

Since 2019-04-02

Branch Locations

Ozark, MO • 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

Organization	City	State	From	To
80/20 Financial Services	Ozark	MO	02/2019	Present
White River Valley Electric Cooperative	Branson	MO	08/2007	01/2019

02/2019 → Present

80/20 Financial Services

Ozark, MO
08/2007 → 01/2019

White River Valley Electric Cooperative

Branson, MO

Other Businesses

Independent Insurance Agent - Life and Health Insurance Licensed - sale of life insurance, annuities, and disability insurance. Approximately 20% of his time with some during market hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-03

S65 Uniform Investment Adviser Law Examination

2018-12-03

Other Names

Brian Coleman

View on SEC IAPD