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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-04 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
225 Union Blvd. Suite 150, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Benefits Group | Golden | CO | 06/2008 | Present |
| Secure Investment Managment, Llc | Tucson | AZ | 06/2016 | 05/2021 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 05/2016 | 05/2021 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 05/2021 | 07/2021 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 09/2021 | Present |
1) FEDERAL BENEFITS GROUP, GOLDEN, CO. NON-INVESTMENT-RELATED BUSINESS. CEO /OWNER OFFERING FIXED INSURANCE PRODUCTS WHEN SUITABLE FOR CLIENT AND ASSISTING FEDERAL EMPLOYEES WITH FERS BENEFITS ANALYSIS AND RETIREMENT INCOME PLANS. DEVOTE 60 HOURS PER MONTH. 2) SUCCESS PARTNERS WORLDWIDE LLC - NON- INVESTMENT - RELATED -225 UNION BLVD SUITE 150 LAKEWOOD, CO 80228. LLC UTILIZED FOR INCOME TAX PURPOSES. Start date - 06/2008 - Present
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-11 |
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