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Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-02-04 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Marion, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 03/2011 | 12/2019 |
| Henschen & Associates, Llc | Cedar Rapids | IA | 01/2020 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 02/2021 | Present |
| Trustmont Advisory Group, Inc | Greensburg | PA | 02/2021 | Present |
Henschen & Associates, LLC - Investment Related - PO Box 11123, Cedar Rapids, IA 52410 - Owner- Recruiting Financial Advisors - SVP Business Development - 01/2020 Seaside Lighthouse Association-Cedar Rapids, IA-Non Profit Organization-Board of Directors-5/2018-Non Profit organization hosts community events and provides support to low income families. Duties include voting on decisions related to the organization. All members of the board are family members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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