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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| MI | RA | APPROVED | 2022-06-14 |
Branch Locations
770 Kenmoor Ave Se Ste 203, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Trust | Grand Rapids | MI | 02/2007 | Present |
| Iams Wealth Management | Omaha | NE | 10/2019 | 06/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2022 | Present |
| Gft Wealth Strategies | Grand Rapids | MI | 09/2019 | Present |
1.) GLOBAL FINANCIAL TRUST; YES INVESTMENT RELATED; 770 KENMOOR AVE SE, SUITE 203, GRAND RAPIDS, MI 49546; INSUANCE SALES; PRODUCER; START DATE 02/2007; APPROX 00 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-23 |
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