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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-11-12 |
| ND | RA | APPROVED | 2025-11-12 |
| CO | RA | APPROVED | 2025-11-06 |
| FL | RA | APPROVED | 2025-11-05 |
| MN | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Plains Insurance & Financial | Perham | MN | 06/2012 | 03/2023 |
| Creativeone Wealth | Overland Park | KS | 09/2020 | 11/2025 |
| Propel Financial Strategies | Perham | MN | 03/2023 | 09/2025 |
| American United Life | Perham | MN | 02/2025 | Present |
| Oneamerica Securities | Perham | MN | 11/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**President: NP Chesley Inc DBA Propel Financial Strategies-Financial Planning**Board Member: PAYFA, DBA Vault**Delivery Driver: H-squared-Delivery Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-24 |
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