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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED_RES | 2024-08-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Modern Wood Men Of America | Rockford | IL | 04/1983 | Present |
| Herling & Schmitt | Rockford | IL | 01/1990 | Present |
| Benefit Planning Services Inc | Rockford | IL | 06/2006 | Present |
| Kestra Advisory Services, Llc | Rockford | IL | 04/2016 | 08/2024 |
| Kestra Investment Services, Llc | Rockford | IL | 06/2006 | 08/2024 |
| Private Client Services | Nashville | IL | 08/2024 | Present |
AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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