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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-11
IA RA APPROVED 2026-04-27
  • TX RA
    APPROVED
    Since 2026-06-11
  • IA RA
    APPROVED
    Since 2026-04-27

Branch Locations

222 N Main St, Burlington, IA 52601 • United States

1317 Charleston Ave, Mattoon, IL 61938 • 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
Raymond James Financial Services, Inc. Burlington IA 03/2026 Present
Two Rivers Bank & Trust Burlington IA 02/2026 03/2026
Self Employed Morning Sun IA 12/2015 07/2018
K Lanz Farm Corp. Wapello IA 10/2007 03/2026
Raymond James Financial Services Advisors, Inc Burlington IA 04/2026 Present
  • 03/2026 → Present
    Raymond James Financial Services, Inc.
    Burlington, IA
  • 02/2026 → 03/2026
    Two Rivers Bank & Trust
    Burlington, IA
  • 12/2015 → 07/2018
    Self Employed
    Morning Sun, IA
  • 10/2007 → 03/2026
    K Lanz Farm Corp.
    Wapello, IA
  • 04/2026 → Present
    Burlington, IA
Other Businesses

(1)Name of Business: Address: 15498 Highway 78, Morning Sun, IA, 52640, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent (2)Name of Business: Address: 15498 Highway 78, Morning Sun, IA, 52640, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/07/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No documentation - simple sole proprietor business (3)Name of Business: First Mid Bank & Trust Address: 222 N Main St, Burlington, IA, 52601-5214, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 03/19/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA duties (4)Name of Business: First Mid Wealth Management Address: 222 N Main St, Burlington, IA, 52601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/19/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (5)Name of Business: K Lanz Farm Corp Address: 12456 County Rd H22, Wapello, IA, 52653, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 10/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part time seasonal farm employee. Help with harvest and tillage. (6)Name of Business: M.H. Farms, Inc Address: 15498 Highway 78, Morning Sun, IA, 52640, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: Yes Start Date: 12/29/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (7)Name of Business: Mini Golden Puppies LLC Address: 15498 Highway 78, Morning Sun, IA, 52640, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Dog Breeding and sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24
Other Names
  • Kyle Wagenbach

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