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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-05-16 |
Branch Locations
5700 W 112Th St Ste 130, Overland Park, KS 66211 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Overland Park | KS | 12/2012 | 01/2022 |
| Nvision Wealth Group, Llc (Formerly: Shadowstone Partners) | Overland Park | KS | 10/2014 | 12/2017 |
| Iht Wealth Management Llc | Overland Park | KS | 12/2017 | 01/2022 |
| Ameriprise Financial Services, Llc | Overland Park | KS | 01/2022 | Present |
Board of Directors; Kansas City Christian School; Board Secretary; 4801 W 79th Street, , Prairie Village, KS, 66208; Investment-Related; 07/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Collaboration; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to financial planning and managed accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met.; ; 5700 W 112th St, Ste 130, , Overland Park, KS, 66211; Investment-Related; 05/18/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
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