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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED_RES | 2024-06-24 |
Branch Locations
627 Eastwood St Ste A, Bowling Green, KY 42103 • 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 |
|---|---|---|---|---|
| Independent General Agent/Agency | Bowling Green | KY | 03/1982 | Present |
| Cornerstone Senior Services | Bowling Green | KY | 01/2016 | 10/2017 |
| Client One Securities, Llc | Leawood | KS | 06/2020 | 01/2022 |
| Magnolia Wealth Management Llc | Bowling Green | KY | 01/2022 | 12/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2024 | Present |
| Southern Kentucky Financial Services | Bowling Green | KY | 10/2017 | Present |
| Summit Tax Partners Llc | Bowling Green | KY | 08/2024 | Present |
1) SOUTHERN KENTUCKY FINANCIAL SERVICES, LLC; YES INVESTMENT RELATED; 627 EASTWOOD ST, STE A, BOWLING GREEN, KY 42103; INSURANCE AND ANNUITY SALES, TAX SERVICES; PRESIDENT & LEAD ADVISOR; 10/2017; APPROX. 100HRS/MO; APPROX. 100HRS/MO DURING SECURITIES TRADING HOURS; MANAGEMENT, MARKETING, SALES ACCOUNTABILITY. 2) ADVANTAGE NATIONAL MARKETING, LLC/COSTELLOW MGT; NOT INVESTMENT RELATED; 1677 GOSHEN CHURCH SOUTH RD, BOWLING GREEN, KY 42103; INSURANCE RESIDUALS FROM BOTH COMPANIES; PRESIDENT; 1/2013; APPROX. 1HR/MONTH, APPROX. 1HR/MO DURING SECURITIES TRADING HOURS; INSURANCE RESIDUALS FROM BOTH COMPANIES. 3) CMI RENTALS, LLC; NOT INVESTMENT RELATED; 1677 GOSHEN CHURCH SOUTH RD, BOWLING GREEN, KY 42103; REAL ESTATE RENTALS; OWNER; 01/2021; APPROX. 2HRS/MONTH, APPROX. 2HRS/MO DURING SECURITIES TRADING HOURS; LEASE AND MANAGE PROPERTIES. 4) SUMMIT TAX PARTNERS LLC; NOT INVESTMENT RELATED; 627 EASTWOOD STREET SUITE A, BOWLING GREEN KY 42103; TAX PREP; MANAGER; 8/19/2024; 10HRS/MO; 10HRS/MO DURING SECURITIES TRADING HOURS; COMPLETE TAX RETURNS FOR CLIENTS. 5) SOCIETY FOR LIFELONG LEARNING AT WKU; NOT INVESTMENT RELATED; 2355 NASHVILLE RD, BOWLING GREEN, KY 42101; MEMBER-DRIVEN SOCIETY HOSTED BY A LOCAL UNIVERSITY; COURSE LEADER; 2/1/2025; 2HRS/MO; 2HRS/MO DURING SECURITIES TRADING HOURS; TEACHING A COURSE AVAILABLE TO THE PUBLIC ON THE TOPIC OF RETIREMENT PLANNING. 6) THE PREPARE INSTITUTE; NOT INVESTMENT RELATED; 8160 PERRY HWY, PITTSBURGH, PA 15237; 501(c)3 NON-PROFIT EDUCATIONAL INSTITUTION; EDUCATOR; 4/1/2025; 4HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; TEACHING CLASSES. 7) HEALTH INSURANCE SALES; NOT INVESTMENT RELATED; 627 EASTWOOD STREET SUITE A, BOWLING GREEN, KY 42103; HEALTH INSURANCE, P&C INSURANCE, AND OVER WRITES ON OTHER AGENCIES; AGENT/OWNER/CEO; 7/2025; 20HRS/MO; 20HRS/MO DURING SECURITIES TRADING HOURS. WE HAVE A FULL TIME MEDICARE PERSON WHO MANAGES OUR MEDICARE BLOCK AND IS CONTRACTING WITH AE MEDICARE. WE ARE CHOOSING TO KEEP THIS ACTIVITY SEPARATE FROM OUR PRIMARY FIRM SOUTHERN KENTUCKY FINANCIAL LLC. 8) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 627 EASTWOOD STREET STE A, BOWLING GREEN, KY 42103; ESTATE PLANNING; FACILITATOR; 7/15/2025; APPROX. 10HRS/MO; APPROX. 10HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 9) SUMMIT BUSINESS SERVICES INC DBA SOKY FINANCIAL SERVICES; NOT INVESTMENT RELATED; 627 EASTWOOD STREET STE A, BOWLING GREEN, KY 42103; PAYROLL AND MARKETING IN EXCHANGE FOR FEES COLLECTED FROM OUR OTHER ENTITIES; PRESIDENT; 1/2020; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; APPROVING PAYROLL AND MARKETING EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
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