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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-06-23 |
Branch Locations
Spirit Lake, IA • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Insurance & Financial Services, Inc. | Simi Valley | CA | 06/2005 | 08/2024 |
| Insurance Agent Dba Breuker Financial Strategies | Spirit Lake | IA | 06/2005 | Present |
| Breuker Management Services, Inc. | Spirit Lake | IA | 01/1989 | Present |
| Royal Fund Management, Llc | The Villages | FL | 06/2015 | Present |
(1) 06/2005; Licensed Independent Insurance Agent DBA Breuker Financial Strategies; Investment Related; Spirit Lake, IA; 64 Hours/Month; 2 Hours during trading hours; Term, Whole Life and IUL, Long Term Care. (2) 01/1989 Breuker Management Services, Inc.; Officer; Property Management; Non Investment Related; Spirit Lake, IA; 0 Month; 0 Hours during trading hours; Currently business not active
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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