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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
10709 W. 159Th Street, Orland Park, IL 60467 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ketone Partners | Arlington Heights | IL | 06/2016 | 03/2017 |
| Hoffman Estates Park District | Hoffman Estates | IL | 05/2017 | 09/2017 |
| Busey Wealth Management | Urbana | IL | 12/2017 | 01/2022 |
| University Of Illinois | Urbana | IL | 02/2022 | Present |
| Heritage Planning Partners | Chicago | IL | 05/2022 | 12/2022 |
| Ofm Wealth | Orland Park | IL | 12/2022 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2025 | Present |
NAME OF OBA: INSURANCE LICENSE ADDRESS OF OBA: 10709 W. 159TH STREET, ORLAND PARK, IL. 60467 NATURE: INSURANCE INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: LICENSEE DUTIES: OVERSIGHT OF EXISTING LIFE INSURANCE AND VARIABLE ANNUITIES. START DATE: 10/06/2022 APPROX. NUMBER OF HOURS/MONTH: 5.0 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5.0
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