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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-08-29 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2017 | 08/2022 |
| Nef/Met/Mass Mutual | Overlandpark | KS | 07/2002 | 08/2022 |
| Principal Life Insurance Company | Overland Park | KS | 08/2022 | Present |
| Principal Securities Inc | Overland Park | KS | 08/2022 | Present |
| Veritas Praesidium | Leawood | KS | 04/2017 | 08/2022 |
**CUTWATER ADVISORY POSITION: Consultant NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 9004 W 148th Street, Overland Park KS 66221, United States DESCRIPTION: Subject Matter Expert in assisting Cutwater Advisory on the buy-side and sell-side of Wealth Management Practices. **AN ADVISOR'S LEGACY POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 9004 W 148th Street, Overland Park KS 66221, United States DESCRIPTION: Co-author a book on Advisor succession planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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