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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Wealth Management Llc | West Des Moines | IA | 04/2013 | 09/2022 |
| Accel Wealth Management Llc | Waverly | IA | 09/2022 | Present |
Insurance Sales; Not investment related; 7000 Vista Drive Suite 300, West Des Moines, IA 50266; Life/Health Insurance Sales; Agent; Started 9/21/2022; 5 hours per month, 5 during trading; Sale of insurance products as a result of the financial planning process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-26 |
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