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1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2013-07-19 |
Branch Locations
7177 Hickman Road Suite 4, Urbandale, IA 50322 • United States
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Retirement Systems, Llc | West Des Moines | IA | 01/2009 | Present |
| Royal Fund Management, Llc Dba American Elite Retirement Llc | West Des Moines | IA | 07/2013 | Present |
| American Retirement Planning, Llc | West Des Moines | IA | 01/2009 | Present |
| American Retirement Health, Llc | Urbandale | IA | 03/2020 | Present |
| American Retirement Education Llc | Urbandale | IA | 01/2018 | Present |
1) 01/2009 AMERICAN RETIREMENT SYSTEMS, LLC: PRESIDENT; AND AMERICAN RETIREMENT PLANNING, LLC; PRESIDENT & INSURANCE AGENT (AN INSURANCE MARKETING ORGANIZATION) 2) 3/2020 American Retirement Health, LLC; Medicare supplement insurance agency; Investment Related; Owner/Managing Member; 7177 Hickman Road Suite 4, Urbandale, Iowa 50322; Marketing and Financial Management Expenses and Revenues; spends 5% of professional time 3) 1/2018 American Retirement Education LLC; Financial Education Classes, Insurance and Investments; Investment Related; Owner; 7177 Hickman Road Suite 4, Urbandale, Iowa 50322; Develop Educational Information with offered classes; no professional time spent at this time PRIVATELY HELD FARM GROUND, WINGERT FARMS OWNED BY ME AND MY WIFE, 365 ACRES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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