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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-03 |
Branch Locations
8100 E 22Nd St N Bldg 1100, Wichita, KS 67226 • United States
300 Colorado St Ste 2600, Austin, TX 78701 • United States
Wichita, KS • United States
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Wichita | KS | 04/2016 | 03/2023 |
| Kestra Investment Services, Llc | Wichita | KS | 01/2004 | 03/2023 |
| Lion Street Financial | Wichita | KS | 04/2023 | Present |
| Lion Street Advisors | Wichita | KS | 04/2023 | Present |
| Yoder Financial Group | Wichita | KS | 01/2004 | Present |
| Integrity Alliance, Llc. | Wichita | KS | 11/2025 | Present |
| Integrity Alliance, Llc. | Wichita | KS | 11/2025 | Present |
I own an LLC called True Properties which was established 10/15/2015. True Properties owns our office building located at 8100 E. 22nd St N., Building #100, Wichita, KS 67226 and a condo in Chandler Arizona which is located at 1976 N. Leon Tree Lane #57, Chandler, AZ 85224. I do not spend any time during trading hours on the True Properties, LLC entity. I spend a small amount of time paying taxes and maintenance fees. TRUE PROPERTIES, LLC POSITION: Member NATURE: True Properties LLC is an LLC which owns my office building and a rental condo in Chandler Arizona. The business collects monthly rent from both properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 8100 E. 22nd St., N. Bldg 1100, Wichita KS 67226, United States DESCRIPTION: I just collect rent and over see routine maintenance. YODER FINANCIAL GROUP POSITION: Owner NATURE: Yoder Financial Group an entity I use for all of my fixed insurance business. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2004 ADDRESS: 8100 E. 22nd St., Bldg 1100, Wichita KS 67226, United States DESCRIPTION: I run an independent financial services business which advises on securities and insurance matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-30 |
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