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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-07-06 |
| IA | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sioux City | IA | 05/2017 | 03/2020 |
| Strategic Marketing Services | Cedar Falls | IA | 03/2015 | 05/2017 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2013 | 05/2017 |
| Ameriprise Financial Services, Llc | Sioux City | IA | 03/2020 | 10/2025 |
| Osaic Wealth, Inc. | Sioux Falls | IA | 10/2025 | Present |
1. WEALTHPLAN PARTNERS/EFS GROUP WEALTH MANAGEMENT - INSURANCE POSITION: Insurance Provider NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/15/2025 ADDRESS: 5764 Sunnybrook Dr, Sioux City IA 51106, United States DESCRIPTION: Wealth Advisor - insurance producer: client meetings, reviews, analysis 2. WEALTH PLAN PARTNERS/EFS GROUP WEALTH MANAGEMENT POSITION: Wealth Advisor, CFP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/15/2025 ADDRESS: 5764 Sunnybrook Dr, Sioux City IA 51106, United States DESCRIPTION: Wealth advisor - client meetings, reviews, analysis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-15 |
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