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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-05-30 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main Street Advisor, Llc | Hays | KS | 01/1999 | Present |
| The Meckenstock Group, Inc | Hays | KS | 10/1982 | Present |
| Independent Financial Group | San Diego | CA | 07/2010 | 10/2023 |
| Osaic | Hays | KS | 10/2023 | Present |
| The Ameriflex Group | Las Vegas | NV | 10/2023 | Present |
1. MILLION DOLLAR ROUND TABLE POSITION: member NATURE: Insurance age activity related to trade assoc. INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS:0 START DATE:6/1/80 ADDRESS: 1407 Main St, STE B, Hays KS 67601 DESCRIPT: Attend annual meetings/speak before the membership. past board member assoc. Now an emeritus member. 2. THE MECKENSTOCK GROUP, INC. POSITION: CEO NATURE: DBA for marketing purposes of traditional life insurance/fixed rate annuities. INVESTMENT RELATED: Yes # OF HRS: 90 SECURITIES TRADING HRS: 80 START DATE: 6/1/80 ADDRESS: 1407 Main St, Ste B, Hays KS 67601 DESCRIPTION: Marketing of life insurance products to clients/prospects. 3. KU ALUMNI ASSOC BOARD OF DIRECTORS POSITION, BM. NATURE: BOD committee member for my Alma Mater. No investment-related activities. INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 7/1/21 ADDRESS: 3715 Fairway Dr Hays KS 67601 DESCRIPTION: Attend 4 meetings a year, either in person or remote via Zoom. The purpose is to promote the Alumni Association to existing and prospective members. only volunteer work. 4. FHSU FOUNDATION BOARD OF TRUSTEES POSITION: Emeritus Board member NATURE: Appointment by the University to a 4 year stint on their Foundation. My 4 year term ended 8-01-2024. I am now an Emeritus member. Eligible to attend all foundation functions but not a voting trustee. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2021 ADDRESS: 3715 Fairway Drive, Hays KS 67601, United States DESCRIPTION: I am an Emeritus (non-voting) Board of directors committee member for my local University. No compensation or securities involvement with this voluntary position. 5. MAKKO HOLDINGS LTD. POSITION: Pres NATURE: LLC. INVEST RELATED: Yes # OF HRS:1 SECURITIES TRADING HRS 0 START DATE:9/9/94ADDRESS:3715 Fairway Dr Hays KS 67601 DESCRIPTION: Indt contractor manages personal real estate/oil well investments. Personal use only 13.THE AMERIFLEX GRP POSITION: Investment Advisor NATURE: Corp INVEST RELATED: Yes # OF HRS: 80 SECURITIES TRADING HRS: 60 START DATE: 10/15/23 ADDRESS:1407 Main St Ste B, Hays KS 67601 DESCRIPTION: Provide comp wealth mgmt, invt planning/investment advisory svcs clients/meetings potential clients. 6. W. E. MECKENSTOCK REVOCABLE TRUST POSITION: Trustee NATURE: I am the trustee of my late father's Revocable Trust. He died in 2008. The Trust holds one remaining asset, National Healthcare Properties REIT. The beneficiary of the trust is my older sister. When the REIT is tradeable, it will be liquidated for her benefit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2008 ADDRESS: 1407 Main Street, Ste B, Hays KS 67601, United States DESCRIPTION: The REIT pays quarterly distributions to my sister per the terms of her inheritance. 7. NWF ADVISORY SERVICES INC POSITION: IAR NATURE: Corporate RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/29/2025 ADDRESS: 1407 Main Street, Suite B, Hays KS 67601, United States DESCRIPTION: Investment Advisor responsibilities with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-22 |
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