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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-27 |
| IA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efs Group Wealth Management | Sioux City | IA | 02/2021 | Present |
| Securities America, Inc. | Sioux City | IA | 03/2022 | 06/2024 |
| Midamerican Energy Company | Iowa City | IA | 01/2020 | 01/2021 |
| Mount Marty College | Yankton | SD | 08/2016 | 12/2019 |
| Securities America Advisors | Sioux City | IA | 05/2022 | 06/2024 |
| Osaic Wealth, Inc. | Sioux City | IA | 06/2024 | Present |
1. WEALTHPLAN PARTNERS/EFS GROUP WEALTH MANAGEMENT POSITION: Wealth Advisor, CFP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/24/2025 ADDRESS: 5764 Sunnybrook Dr, Sioux City IA 51106, United States DESCRIPTION: Wealth Advisor- Client meetings, reviews, analysis 2. WEALTHPLAN PARTNERS/EFS GROUP WEALTH MANAGEMENT- INSURANCE POSITION: Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 5764 Sunnybrook Drive, Sioux City IA 51106, United States DESCRIPTION: Wealth Advisor- Insurance Producer: client meetings, reviews, analysis WEALTHPLAN- EMPLOYEE POSITION: Wealth Advisor- Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/20/2024 ADDRESS: 101 S 108TH AVE, OMAHA NE 68154, United States DESCRIPTION: Client meetings, reviews, portfolio analysis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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