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2616 Orchard Drive Ste C-1, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-03-10 |
Branch Locations
2616 Orchard Drive Ste C-1, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Southern Bank | Springfield | MO | 06/2017 | 03/2020 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2013 | 06/2017 |
| Farmers State Bank | Waverly | IA | 04/2020 | 08/2020 |
| First Security Bank And Trust | Charles City | IA | 01/2021 | 06/2022 |
| Benchmark Financial, Llc | Cedar Falls | IA | 03/2016 | Present |
| Avantax Planning Partners | Dallas | TX | 08/2022 | 10/2023 |
| Avantax Planning Partners, Inc. | Dubuque | IA | 09/2022 | Present |
Job Summary: The Enrollment Specialist II - Retirement Plan Services is responsible for developing, leading, and delivering employee education meetings for our retirement plan services clients and their employees. Start Date 8/1/2022. 40 hours / week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-15 |
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