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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-08 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 07/2022 | 04/2023 |
| American Senior Benefits | Ocala | FL | 08/2010 | Present |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2023 | Present |
| Transparent Wealth Management, Llc | Lakewood Ranch | FL | 08/2023 | 07/2025 |
| Transparent Wealth Management, Llc | Lakewood Ranch | FL | 10/2023 | 07/2025 |
1.) American Senior Benefits; Investment-related; Ocala, FL; Nature: Insurance (health, life, annuity); Position: independent insurance agent; Start date: 08/2010; Spend approximately 80 hours/month prospecting, meeting with, discussing needs analysis, presenting solutions, and servicing clients.
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