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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-05 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banker's Life & Casualty | Sioux City | IA | 03/2016 | 08/2017 |
| Iowa Army National Guard | Johnston | IA | 04/2013 | 10/2018 |
| Gladstone Wealth Partners | Johnston | IA | 03/2023 | 04/2023 |
| Heartland Retirement Group | Johnston | IA | 08/2017 | Present |
| Iowa Air National Guard | Sioux City | IA | 10/2018 | 10/2022 |
| Integrity Alliance, Llc | Johnston | IA | 04/2023 | Present |
1) Heartland Retirement Group Wealth; Investment related; 9245 Northpark Dr, Johnston, IA 50131; DBA for securities; Investment Advisor Rep; 08/27/2017; 100 hour per month; 100 hours during securities hours; Securities business 2) Heartland Retirement Group; not investment related; 9245 Northpark Dr, Johnston, IA 50131; Fixed insurance business; National Director of training; 08/27/2017; 80 hours per month; 40 hours during securities hours; conduct training classes 3) Skirvin Properties LLC; Non-investment related; 2454 Landmark Ave, Ida Grove, IA 51445; Real estate; Sole owner; 11/01/2020; 2 hours per month; 0 hours during securities hours; oversee bookkeeping 4) ASB ADVISORY SERVICES LLC POSITION: IAR NATURE: investment advisor representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/10/2025 ADDRESS: 704 Bailey Dr, Papillion NE 68046, United States DESCRIPTION: IAR. ASB Advisory Services LLC is the DBA 5) AMERICAN SENIOR BENEFITS POSITION: Employee NATURE: fixed insurance business INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/10/2025 ADDRESS: 9850 Nicholas St STE 200, Omaha NE 68114, United States DESCRIPTION: National Sales Director and Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
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