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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
2805 Sw Snyder Blvd, Ste 532, Ankeny, IA 50023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Financial Partners Llc. | Ankeny | IA | 02/2011 | Present |
| Farm Financial Strategies Inc | Ankeny | IA | 04/2005 | Present |
| Lincoln Financial Securities Corporation | Ankeny | IA | 04/2015 | 05/2024 |
| Lpl Financial, Llc | Ankeny | IA | 05/2024 | Present |
1) 05/2024 - L&S Livestock, LLC. / Other - Farm / Other - Farm / Defiance , IA / Start date 12/01/2008 - 1 Hr per month - 1 % Time Spent 2) 05/2024 - MC Consulting, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Ankeny, IA - Start date 03/01/2011 - 5 hrs per month- 0% Time Spent 3) 05/2024 - Farm Financial Partners / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Ankeny, IA - Start date 02/07/2011 - 3 hrs per month - 1% Time Spent 4) 05/2024 - MS Venture Properties / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Ankeny, IA - Start date 08/05/2008 - 1 hrs per month - 1% Time Spent 5) 05/2024 - Farm Financial Strategies, Inc. / Non-Variable Insurance / Inv. Related / Ankeny, IA - Start date 04/01/2005 - 40 hrs per month - 75% Time Spent 6) 05/2024 - Farm Estate GPS, LLC. / Other - Business Owner / Non Inv. Related / Ankeny, IA - Start date 03/01/2018 - 25 Hrs per month - 12% Time Spent 7) 05/2024 - Real Estate Rental / Inv. Related / Shelby, IA / Start date 09/09/2015 - 1Hrs per month - 1% Time Spent 8) 05/2024 - Real Estate Rental / Co-owner / Inv. Related / Ankeny, IA / Start date 09/15/2015 - 1Hrs per month - 1% Time Spent 9) 05/2024 - Real Estate Rental / Inv. Related / IA 50023 / Start date 02/13/2024 - 1Hrs per month - 1% Time Spent 10) 05/2024 - Real Estate Rental / Co-owner / Inv. Related / IA 51570 / Start date 01/17/2016 - 1Hrs per month - 1% Time Spent 11) 05/2024 - Real Estate Rental / Co-owner / Inv. Related / IA 51570 / Start date 01/17/2016 - 1Hrs per month - 1% Time Spent 12) 05/2024 - Real Estate Rental / Owner / Inv. Related / Ankeny, IA 13) 11/20/2025 - Farm Estate Associates, LLC - Other - Pass through entity for life insurance con - Not Investment Related - At Reported Business Location(s) - Start Date 10/15/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-24 |
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