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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-12 |
| MO | RA | APPROVED | 2025-01-22 |
Branch Locations
13220 Metcalf Suite 360, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Leawood | KS | 02/2023 | 04/2023 |
| Kalwei Insurance | Kansas City | MO | 08/2008 | 01/2025 |
| Hyatt Hotel Kansas City | Kansas City | MO | 04/2024 | 12/2024 |
| Pharmacists Mutual Insurance | Kansas City | MO | 06/2022 | 11/2022 |
| Valic Financial Advisors, Inc. | Overland Park | KS | 01/2025 | Present |
| Walgreens | Lees Summit | MO | 09/2023 | 11/2023 |
| Instawork | Kansas City | MO | 12/2022 | 06/2024 |
| Country Financial | Kansas City | MO | 08/2023 | 02/2024 |
| Agia | Houston | TX | 02/2025 | Present |
| Instawork | San Francisco | CA | 02/2025 | 05/2025 |
| United Healthcare Insurance | Overland Park | KS | 09/2011 | Present |
| Kalwei Companies | Pleasant Hill | MO | 07/2011 | Present |
AGIA POSITION: AGENT NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2025 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA UNITED HEALTHCARE INSURANCE POSITION: Agent NATURE: Receive residual/trail income from a book of business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 10895 Grandview Dr, Overland Park KS 66210, United States DESCRIPTION: agent of record AETNA INSURANCE POSITION: Insurance Agent NATURE: Receive residual/trail income from a book of business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 9401 Indian Creek Pkwy, Overland Park KS 66210, United States DESCRIPTION: Agent of Record KALWEI COMPANIES POSITION: owner/sole proprietor NATURE: This is my LLC since 2011. Some of my trail commissions are paid through this from UHC and Aetna. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2011 ADDRESS: 2111 Highridge Dr. Apt D, Pleasant Hill MO 64080, United States DESCRIPTION: Trail commissions received only; no new business received.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
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