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Current Employers
Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-18
  • IA RA
    APPROVED
    Since 2025-03-18

Branch Locations

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

373 Collins Rd Ne #106, Cedar Rapids, IA 52402 • 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
Bankers Life And Casualty Cedar Rapids IA 12/2015 04/2022
Iowa Retirement Benefits And Solutions Cedar Rapids IA 04/2022 Present
Coppell Advisory Solutions Coppell TX 03/2025 Present
  • 12/2015 → 04/2022
    Bankers Life And Casualty
    Cedar Rapids, IA
  • 04/2022 → Present
    Iowa Retirement Benefits And Solutions
    Cedar Rapids, IA
  • 03/2025 → Present
    Coppell Advisory Solutions
    Coppell, TX
Other Businesses

Mr. Redfearn is an insurance agent at Iowa Retirement Benefits and Solutions. He spends approximately 90 hours a month selling and servicing annuity and insurance clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28

View on SEC IAPD

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