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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-10-21 |
| TX | RA | APPROVED | 2019-10-21 |
Branch Locations
11900 College Blvd Ste 315, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed-Hadel Ins. Agency | Overland Park | KS | 08/1981 | Present |
| Woodbury Financial Services | Overland Park | KS | 11/1992 | 10/2019 |
| Lpl Financial, Llc | Overland Park | KS | 10/2019 | Present |
1. 10/22/2019 - Hadel Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner/Insurance Agent - Started 08/1981 - Time Spent 3%. 2. 10/22/2019 - Hadel Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/1981. 3. 10/22/2019 - NOTARY, GREGORY HADEL - Investment Related - At Reported Business Location(s) - NOTARY - Started 02/09/2000 - 1 Hour Per Month. 4. 10/22/2019 - No Business Name - Not Investment Related - 207TH STREET, BUCYRUS KS 66013 - Other-Farm - Owner and Operator - Started 10/2007 - 4 Hours Per Month - Time Spent 3% - Owner and Operator of a farm. 5. 10/22/2019 - PENSCO TRUST ROTH IRA FBO GREG HADEL - Investment Related - Louisberg KS 66085 - Real Estate Rental - Owner - Started 09/21/2018 - Owner of Real estate property. 6. 10/22/2019 - INVESTMENT ADVISOR HOUR - Not Investment Related - Johnson Drive Mission KS - Other-General, Marketing - Started 01/27/2019 - 4 Hours Per Month/1 Hour During Securities Trading - Time Spent 5% - Broadcast a weekly radio show about general education on financial planning and investing. No investment advice. 7. 10/22/2019 - No Business Name - Not Investment Related - 311TH US HWY 69, MIAMI COUNTY, KS 66085 - Other-Farm for soybean crops - Owner - Started 09/2006 - Owner of Farm for soybean crops. 8. 12/30/2020 - HA Properties LLC - Investment Related - Miami County KS - Real Estate Rental - 4 Hours Per Month/0 Hours During Securities Trading - Land with trees and farm share crop 9. 08/28/2023 - Hadel AR Rentals - Real Estate Rental - Investment Related - Bucyrus, KS - Start Date 07/21/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-21 |
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