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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-24 |
| KS | RA | APPROVED | 2018-03-15 |
Branch Locations
3300 Sw 29Th St. Suite 300, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Topeka | KS | 01/1983 | Present |
| Waddell & Reed, Inc | Topeka | KS | 02/1983 | Present |
| Larsen Financial (Dba) | Topeka | KS | 01/2018 | Present |
| Ohio National Financial Services | Cincinnati | OH | 03/2018 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 03/2018 | Present |
1) Various insurance carriers for W&R insurance agencies; investment related; 3300 SW 29th St. Suite 300 Topeka KS 66614; Insurance sales; Insurance Agent; 01/1983-Present; 20 hours/month; 20 trading/hours; Insurance related. 2) Larsen Financial (DBA); investment related; 300 SW 29th St. Suite 300 Topeka KS 66614; Financial services, Partner; 01/01/2018-Present; 20 hrs/mo; 20 hrs during sec trading; Insurance Sales; Solicitation/service of non-registered insurance: DI, Health, Life, LTC and Fixed annuities. 3) McGill, Rediger & Simmons; 3300 SW 29th Street, Suite 300, Topeka, KS 66614; fixed annuity, term & whole life insurance, disability insurance, long term care insurance and other similar insurance products. insurance and annuity sales; 03/2018-present; 10 hours/month; 10 trading/hours; Not investment related. 4) CRUMP; 3300 SW 29th Street, Suite 300, Topeka, KS 66614; fixed annuity, term & whole life insurance, disability insurance, long term care insurance and other similar insurance products. insurance and annuity sales; 03/2018-present; 10 hours/month; 10 trading/hours; Not investment related. 5) Associates of Clifton Park; 3300 SW 29th Street, Suite 300, Topeka, KS 66614; fixed annuity, term & whole life insurance, disability insurance, long term care insurance and other similar insurance products. insurance and annuity sales; 03/2018-present; 10 hours/month; 10 trading/hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-09 |
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