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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Financial Services | Topeka | KS | 04/2016 | 01/2018 |
| Fbl Marketing Services, Llc | Topeka | KS | 04/2016 | 01/2018 |
| Edward Jones | Meriden | KS | 03/2018 | 07/2024 |
| Gary Starr | Grantville | KS | 09/2008 | Present |
| Link Wealth Strategies | Topeka | KS | 07/2024 | Present |
| Avantax Investment Services Inc. | Topeka | KS | 07/2024 | 09/2025 |
| Avantax Advisory Services | Topeka | KS | 07/2024 | 09/2025 |
| Avantax Insurance Agency, Llc | Topeka | KS | 07/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Topeka | KS | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Navigator Cpa | Topeka | KS | 01/2026 | Present |
1) LINK WEALTH STRATEGIES POSITION: Wealth Advisor NATURE: retirement planning, financial planning, investment planning, tax planning and estate planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 07/22/2024 ADDRESS: 5869 SW 29th St., Topeka KS 66614, United States DESCRIPTION: meet with clients, review financial plans, review portfolio performance, prospect for new clients. 2) UNITED WAY OF KAW VALLEY POSITION: Resource Development Committee member NATURE: Local affiliate of the United Way. Resource development committee oversees fund raising efforts for the local chapter of united way. The United Way partner with individuals and organizations to facilitate community access to high-quality childcare, high-quality preschool, parenting education and support, physical and mental health care, financial literacy education, job training, and family supports/basic needs in times of instability.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2024 ADDRESS: 1527 SW Fairlawn Rd, Topeka KS 66604, United States DESCRIPTION: Committee member of the resource development committee. Provide idea and input on fund raising efforts for local chapter. Regularly attends monthly committee meeting. Occasionally volunteer for community service events. Brainstorm fundraising ideas. Market the benefit of donating to the United Way to my network. 3) GARY STARR POSITION: Manager NATURE: Gary's Berries Fall Festival is a seasonal agritainement venue conducts fall festival on the weekends during September and October every year. Includes corn maze, pumpkin patch, and play grounds. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2008 ADDRESS: 5991 17th St, Grantville KS 66429, United States DESCRIPTION: Manage employees that are assigned to the general labor of the farm. Includes maintenance and grounds logistics. Operate small equipment such as tractors and UTVs. 4) NAME OF OTHER BUSINESS: NAVIGATOR CPA; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND ACCOUNTING; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: TAX PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND PLANNING; 5) NAME OF OTHER BUSINESS: LINKED PLANNING PARTNERS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NETWORKING SERVICES; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: THE BRAND NAME FOR A PROFESSIONAL NETWORK OF TAX, FINANCIAL PLANNING, AND ESTATE PROFESSIONALS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-06 |
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