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2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| MO | RA | APPROVED | 2017-07-07 |
Branch Locations
2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wattswood Farms | Rogersville | MO | 01/2002 | Present |
| Ingram Mill Investments, Llc | Springfield | MO | 01/2006 | Present |
| Insurance - Non Variable | Springfield | MO | 08/2005 | Present |
| Wealthcare Asset Management, Llc | Springfield | MO | 01/2014 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2017 | 05/2017 |
| Property Partners, Llc | Springfield | MO | 09/2010 | Present |
| American Tax Strategies, Llc | Springfield | MO | 11/2016 | Present |
| Wealthcare Corporation | Srpingfield | MO | 01/2022 | Present |
American Tax Strategies, LLC dba SavingYouTaxes.com Investment Related 2847 S. Ingram Mill, Suite B100, Springfield, MO 65804 Insurance Agency Insurance Agent 11/5/2016 10 10 Administrative management of agency D/B/A Wattswood Farms Non-Investment Related 1161 State Highway B, Rogersville, MO 65742 A livestock farm Owner 1/1/2004 10 0 Feeding livestock and mending fences Ingram Mill Investments Investment related 1161 State Highway B, Rogersville, MO 65742 Ownership of a commercial building Owner 9/15/2005 0 0 Ownership of the LLC which owns an office building Property Partners, LLC Investment Related 2847 S. Ingram Mill, Suite B103, Springfield, MO 65804 Rental real estate WealthCare Corporation Not investment related Springfield, MO Business Exit Planning and Legacy Planning Owner Started 01/2022 Approximately 20% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
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