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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| IN | RA | APPROVED | 2018-05-17 |
Branch Locations
8910 Purdue Rd Ste 705, Indianapolis, IN 46268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance | Indianapolis | IN | 08/2016 | Present |
| Principal Securities | Indianapolis | IN | 08/2016 | Present |
| Centennial Group | Indianapolis | IN | 03/2017 | 08/2023 |
**Fixed Insurance, 8910 Purdue Rd #705, Indianapolis, IN 46268, Life, DI, Annuities,10/06/17, Investment Related (Y/N): Y, % Income: 5, Hours Per Month: 5. **GRANNAN WEALTH MANAGEMENT LLC POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 8910 Purdue Rd # 705, Indianapolis IN 46268, United States DESCRIPTION: The LLC was created for tax purposes as I hired a full-time W-2 private staff. I am not using it as a client-facing DBA, solely setup for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-27 |
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