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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-05 |
| KS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
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