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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-01 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallas Center-Grimes Soccer Club Referee | Grimes | IA | 08/2016 | 06/2018 |
| Wealthcharter Retirement Planning | Ankeny | IA | 05/2025 | 08/2025 |
| Polk County Conservation | Granger | IA | 05/2024 | 08/2024 |
| Kwik Star | Ames | IA | 05/2023 | 05/2024 |
| Iowa State University | Ames | IA | 08/2023 | 05/2026 |
| Not Employed | Grimes | IA | 06/2018 | 05/2023 |
| Not Employed | Grimes | IA | 05/2016 | 08/2018 |
| Wealthcharter Retirement Planning | Ankeny | IA | 08/2025 | 06/2026 |
| Wealthcharter Retirement Planning | A | IA | 06/2026 | Present |
RANKIN WEDDING & CO; not investment-related; 709 NE BRIDGE CREEK XING, GRIMES, IA 50111; WEDDING RENTALS (PHONE BOOTH, DANCE FLOORS, ETC.); OWNER/OPERATOR; NUMBER OF HOURS DEVOTED TO BUSINESS DURING TRADING HOURS - LESS THAN ONE; DUTIES INCLUDE MARKETING, CUSTOMER RELATIONS, ACCOUNTING, AND LABORER; SEPTEMBER 2025 TO PRESENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-11 |
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