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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-08-22 |
Branch Locations
7525 Se 24Th St Ste. 505, Mercer Island, WA 98040 • United States
Seattle, WA • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 08/2010 | 09/2020 |
| Lpl Financial, Llc | Mercer Island | WA | 09/2020 | 08/2022 |
| Mutual Advisors, Llc. | Omaha | NE | 08/2022 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2022 | Present |
1. Eckfeldt Asset Management, LLC., Start Date: 08/01/2011, 7525 SE 24th St., Ste. 505, Mercer Island, WA 98040, LLC, Financial Planning, Owner - Certified Financial Planner, Financial Planning and Investment Management, Investment Related, 160 Hours per month, 160 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 04/30/2012, 7525 SE 24th St., Ste. 505, Mercer Island, WA 98040, Sole Proprietor, Insurance Agent, Insurance Agent, I sell both term and whole life insurance as well as single premium deferred fixed annuities, The commissions are paid by the carrier, Not Investment Related, 2 Hours per month, 1 Hour per day during trading hours. 3. Willis Eckfeldt Asset Management, LLC., Start Date: 01/01/2013, 7525 SE 24th St., Ste. 505, Mercer Island, WA 98040, LLC, Used to pay all expenses for Willis Eckfedlt Asset Management, Managing Member and President, I manage the finances and run the operations of Willis Eckfeldt Asset Management, LLC along with my business partner Warn Willis, Not Investment Related, 40 Hours per month, 2 Hours per day during trading hours. 4. Notary Public Commission State of Washington, Start Date; 02/22/2008, 519 N 62nd St., Seattle, WA 98103, Individual, Notary Public Commission State of Washington, I provide Notary Public service to my Clients in my office free of charge, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-22 |
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