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Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-05
KS RA APPROVED 2014-02-26
  • TX RA
    APPROVED
    Since 2023-12-05
  • KS RA
    APPROVED
    Since 2014-02-26

Branch Locations

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • 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
Link Retirement & Financial Services Overland Park KS 08/1995 04/2019
Royal Fund Management, Llc Dba Link Wealth Mgmt Lady Lake FL 11/2013 Present
Nexus Financial Group Overland Park KS 05/2019 06/2022
Link Financial, Llc Overland Park KS 06/2022 Present
  • 08/1995 → 04/2019
    Link Retirement & Financial Services
    Overland Park, KS
  • 11/2013 → Present
    Royal Fund Management, Llc Dba Link Wealth Mgmt
    Lady Lake, FL
  • 05/2019 → 06/2022
    Nexus Financial Group
    Overland Park, KS
  • 06/2022 → Present
    Link Financial, Llc
    Overland Park, KS
Other Businesses

1. 5/2026 John Link Companies LLC; Owner/Managing Member; Holding Company; Non Investment Related; 7300 W 110th Street Suite 700 Overland Park, KS 66210; Oversee Link Wealth Mgmt, LLC and Link Financial, LLC. No day to day operational responsibilities. _ 2. 10/1995 Independent Licensed insurance Agent; DBA Link Financial, LLC; Investment Related; Kansas, Missouri, Oklahoma and Florida _ 3. 1/2026 Link Wealth Mgmt, LLC; Owner/Managing Member; Investment Related; 7300 W 110th Street Suite 700 Overland Park, KS 66210; 160 Hours/Month; all during trading hours; Formed solely for tax purposes. Link Wealth Mgmt, LLC DBA is used for advisory services conducted through Royal Fund Management._ 4. 8/2026 The Importance of Everything; Author; Non Investment Related; 7300 W 110th. Overland Park, KS 66210; 0 hours/month; 0 hours during trading hours; book sales on Amazon

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-20
S63 Uniform Securities Agent State Law Examination 1993-05-03
  • S65 Uniform Investment Adviser Law Examination
    1994-07-20
  • S63 Uniform Securities Agent State Law Examination
    1993-05-03
Designations

View on SEC IAPD

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