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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| CA | RA | APPROVED | 2026-07-29 |
| CO | RA | APPROVED | 2026-07-29 |
| KS | RA | APPROVED | 2026-07-29 |
| MO | RA | APPROVED | 2026-07-29 |
| NE | RA | APPROVED | 2026-07-29 |
| OH | RA | APPROVED | 2026-07-29 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
1 Ward Parkway, Kansas City, MO 64112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Leawood | KS | 04/2016 | 12/2018 |
| Tower Wealth Managers | Kansas City | MO | 12/2018 | 07/2026 |
| Country Club Trust Company | Kansas City | MO | 12/2018 | 07/2026 |
| First National Advisors, Llc | Kansas City | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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