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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-12 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1150 W. First St., Sumner, IA 50674 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honkamp & Co. | Cedar Falls | IA | 06/2021 | 10/2024 |
| University Of Dubuque | Dubuque | IA | 08/2017 | 05/2021 |
| Sumner-Fredericksburg High School | Sumner | IA | 01/2015 | 05/2017 |
| Investment Center | Sumner | IA | 11/2024 | Present |
| United Planners Financial Services | Scottsdale | AZ | 04/2025 | Present |
| Plain & Simple, Llc | Waverly | IA | 01/2023 | Present |
| Insurance Center | Independence | IA | 08/2025 | Present |
1.) PLAIN & SIMPLE, LLC - BOOKKEEPER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - WAVERLY, IA - SINCE 01/2023 - NOT INVESTMENT RELATED 2.) INVESTMENT CENTER - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - INDEPENDENCE, IA - SINCE 11/2024 - INVESTMENT RELATED 3.) INSURANCE CENTER - CLIENT SERVICES ASSOCIATE, INSURANCE AGENT - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 08/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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