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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2010 | 02/2018 |
| Brass Financial, Inc. Dba Accel Wealth Management | Cedar Falls | IA | 06/2016 | 01/2017 |
| Accel Wealth Management Llc | Waverly | IA | 12/2016 | Present |
| The Accel Group, Llc Fka First Insurance Services | Waverly | IA | 06/2010 | Present |
| Accel Holdings, Inc. | Waverly | IA | 10/2014 | Present |
| Integrity Alliance, Llc | Cedar Rapids | IA | 02/2019 | Present |
1) INDEPENDENT INSURANCE AGENT, 301 Oak Ridge Circle, Waverly, IA, 3/1992 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/WK- 1/TRADING. 2) ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Circle, Waverly, IA, 7/2016 AS OWNER/ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 30/TRADING. 3) The Accel Group, LLC, 301 Oak Ridge Circle, Waverly, IA, 7/2013 Member of the Board of Managers - 10 HR/Month - 10/TRADING. 4) Accel Holdings, Inc; Investment Related; 301 Oak Ridge Circle, Waverly, IA, 50677; Parent Company; Secretary & Co-Owner; 12/2015; 10 hours per month; 0 hours during security hours. 5) Accel Holdings LLC; Investment related; 301 Oak Ridge Circle, Waverly, IA 50677; Owner Shareholder; Secretary of the Board and Executive VP; 01/02/2018; 10 hours per month; 10 hours during security hours. 6) Community Foundation of Northeast Iowa; Not Investment Related; 3117 Greenhill Circle, Cedar Falls, IA 50613; Non-profit Organization; Distribution Committee Member; 09/09/2025; 1 hour per month; 1 hour during security hours; Board Member. 7) Treyton Properties LLC, 301 Oak Ridge Circle, Waverly, IA, 11/206 Part Owner - 1/MO - 0/Trading. 8) First Insurance Services LLC; Not Investment Related; 602 Main St, Cedar Falls, IA 50613; DBA The Accel Group; Partner of Insurance Agency; 01/01/2013; 1 hour per month; 0 hours during security hours; DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-26 |
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