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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-02-20 |
Branch Locations
4840 N. River Boulevard Ne Suite 200, Cedar Rapids, IA 52411-6637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hy-Vee | Marion | IA | 04/2017 | 01/2021 |
| Farmers State Bank | Marion | IA | 05/2020 | 01/2022 |
| University Of Iowa | Iowa City | IA | 08/2019 | 05/2023 |
| Anderson Financial Services | Cedar Rapids | IA | 05/2022 | Present |
| Unemployed | Marion | IA | 08/2013 | 04/2017 |
| Osaic Wealth, Inc. | Cedar Rapids | IA | 08/2023 | Present |
1. Anderson Financial Services. 4840 N River Blvd. Suite 200 Cedar Rapids, IA, 52411. Insurance Agent. Started in May of 2023. About 10 hours per month, all during trading hours. I am able to sell life insurance. 2. ANDERSON FINANCIAL SVCS - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2023 ADDRESS: 4840 North River Blvd NE Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Help clients with fixed insurance options. 3. STRELLNER FINANCIAL GROUP - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2023 ADDRESS: 4840 North River Blvd NE Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Help clients with fixed insurance options. 4. CFG SALES DESK POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/16/2023 ADDRESS: 4840 North River Blvd NE Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Help advisors run insurance quotes. 5. STRELLNER FINANCIAL GROUP - FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2023 ADDRESS: 4840 North River Blvd NE Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Help clients with fixed insurance options. 6. ANDERSON FINANCIAL SERVICES POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/22/2023 ADDRESS: 4840 N. River Boulevard NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Assist Kyle McLaughlin and Sean Rice with business processing, retirement planning on eMoney, and meeting preparation. 7. ANDERSON FINANCIAL SERVICES - DBA POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 02/24/2026 ADDRESS: 4840 North River Blvd NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluating the goals and needs of clients and recommending securities products when necessary. 8. STRELLNER FINANCIAL GROUP - SECURITIES DBA POSITION: Financial Advisor NATURE: Securities DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 02/24/2026 ADDRESS: 4840 North River Blvd NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluating the goals and needs of clients and recommending securities products when necessary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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