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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| KS | RA | APPROVED | 2024-01-02 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
7101 College Blvd. Suite 620, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trueinsurance.LIfe | Overland Park | KS | 11/2014 | 12/2016 |
| True Wealth & Company Llc | Overland Park | KS | 06/2015 | 03/2024 |
| True Exit Solutions | Overland Park | KS | 09/2023 | 12/2023 |
| Intellicents Investment Solutions, Inc. | Overland Park | KS | 01/2024 | Present |
1) HPad, Inc; Advisory Board Member; Since 5/2022; 7852 E. Turquoise Trail, Bel Aire, KS 67226; Non-investment related; Ownership interest; Approximately 1 hour spent per month. 2) Owner; Paulsen Consulting, Inc; Since 02/2015; 7450 W 130th St, Suite 300, Overland Park, KS 66213; Investment related; Ownership interest; Approximately 1 hour spent per month. 3) Intellicents, inc., 100 N. Broadway Ave., Albert Lea, MN 56007. NOT Investment Related. Ownership interest - Part Owner of holding company for RIA. Since 01/2024. Approximately 1 hour spent per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-12 |
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