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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-03-09 |
Branch Locations
2420 Hyde Park Road, #C, Jefferson City, MO 65109 • United States
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research | Fairfield | IA | 07/2019 | Present |
| Retirement Plan Advisors | Jefferson City | MO | 11/2016 | Present |
| Solution Tree | Bloomington | IN | 03/2008 | 11/2016 |
| Retirement Plan Advisors Llc | Chicago | IL | 03/2021 | Present |
1) MCKINZIE CAPITAL PROPERTIES LLC, 334 DEERFIELD PL JEFFERSON CITY MO, 05/2019, CO-OWNER, RENTAL PROPERTY OWNER. NIR, 2 HR/MO 0 HR/MO TRADING 2) RETIREMENT PLAN ADVISORS LLC, 2420 Hyde Park Road, #C, Jefferson City, MO 65109, ADV REP OF A REGISTERED INV ADV, RIA, 03/2021, INV REL, 0 HR/MO 0 HR/MO TRADING 3) WOODEN HOLLOW STORAGE LLC, 120 PROSPECT ST CALIFORNIA MO, 06/2024, OWNER, REAL ESTATE, NIR, 10 HR/MO 0 HR/MO TRADING 4) SARAH MCKINZIE, 2420 Hyde Park Rd, Suite C, Jefferson City MO 65109, United States, 08/2025, Agent, Insurance/Benefits/Human Resources, INV REL, HR/MO: 0, HR/MO TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-05 |
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