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Current Employers
Retirewise Tax And Wealth Advisors, Inc.

2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-03
  • KS RA
    APPROVED
    Since 2025-03-03

Branch Locations

2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirewise Tax And Wealth Advisors Topeka KS 01/2025 Present
Trajan, Inc. Olathe KS 02/2002 Present
  • 01/2025 → Present
    Retirewise Tax And Wealth Advisors
    Topeka, KS
  • 02/2002 → Present
    Trajan, Inc.
    Olathe, KS
Other Businesses

Stockyards Brewing Co.: Non-Investment Related; 1600 Genessee ST. #100 Kansas City, MO 64102, Beer Production company, Partner, Start Date: 8/5/2022 to Present, 0 hours devoted to the business per month, 0 hours devoted during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05

View on SEC IAPD

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