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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-06 |
| MO | RA | APPROVED | 2023-09-06 |
| TX | RA | APPROVED | 2023-09-06 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
16253 Swingley Ridge Rd, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors Inc. | Jenison | MI | 03/2014 | 08/2023 |
| Akers & Aul Llc | Manchester | MO | 12/2006 | 11/2016 |
| Stl Learning Center, Llc | Chesterton | MO | 04/2017 | 08/2023 |
| Aul Financial Group, Llc | Chesterfield | MO | 04/2010 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 08/2023 | Present |
| Aul Insurance Group | Chesterfield | MO | 05/2020 | Present |
| Aul Marketing Group, Llc | Chesterfield | MO | 03/2024 | Present |
(1) Aul Insurance Group, LLC; Yes Investment Related; 16253 Swingley Ridge Rd Ste 125 Chesterfield, MO 63017; Annuity and Life Insurance; Owner, 05/2020; 30hrs/Mo; 5hrs/Mo during securities trading hours; Selling Life Insurance and Annuities plus Administrative responsibilities. (2) Aul Marketing Group, LLC; Non Investment Related; 16253 Swingley Ridge Rd Ste 125 Chesterfield, MO, 63017; Marketing Company for Referring Clients to Deferred Sales Trust; Owner; 3/4/2024; 5hrs/Mo; 0hrs/Mo during securities trading hours; Referring Clients to Attorneys for Deferred Sales Trust. (3) American Retirement Institute; Yes Investment Related; Chesterfield, MO; Educational Program; Presenter; 10/8/2025; 6hrs/Mo; 0hrs/Mo during Securities Trading Hours; Educational presentation once or twice a month. (4) Estate Planning Documents Services; Not Investment Related; 16253 Swingley Ridge Rd Ste 125 Chesterfield, MO, 63017; Estate Planning; Facilitator; 12/4/2025; Approx. 5hrs/Mo; Approx. 5hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare Estate Planning Documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-09 |
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