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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
27001 Agoura Road Suite 150, Clabasas, CA 91301 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • 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 |
|---|---|---|---|---|
| Planned Asset Management | Calabasas | CA | 12/1991 | 04/2025 |
| Independent Financial Group | San Diego | CA | 04/2010 | 05/2019 |
| M. S. Howells & Co. | Scottsdale | AZ | 05/2019 | 04/2025 |
| Quantitative Strategies | Calabasas | CA | 01/2003 | 04/2025 |
| Modern Wealth Management | Lenexa | KS | 04/2025 | Present |
INSURANCE PRODUCER, CALABASAS, CA; NON INVESTMENT RELATED; LIFE AND HEALTH INSURANCE AGENT; LIFE, DISABILITY, LTC, FIXED PRODUCTS; DEVOTE VARIOUS HOURS/MONTH AS REQUIRED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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