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6165 Nw 86Th St., Johnston, IA 50131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Johnston | IA | 09/2017 | 07/2018 |
| Iowa State Alumni Center | Ames | IA | 08/2015 | 05/2017 |
| Jim Russell Financial Services | Cedar Rapids | IA | 07/2016 | 05/2017 |
| Central Financial Group | Johnston | IA | 06/2017 | 07/2018 |
| Syverson Strege | West Des Moines | IA | 08/2018 | 08/2025 |
| Simplified Planning And Investments, Llc | Urbandale | IA | 07/2025 | Present |
1. Benjamin Geiger; non-investment related; 6165 NW 86th St. Johnston, IA 50131; Paraplanning; 1099 Contractor; Paraplanner; 10/2025; 10 hrs.; Support firm process improvement initiatives and perform ad hoc client- and firm-related tasks to enhance operational efficiency. 2. Benjamin Geiger; non-investment related; 6165 NW 86th St. Johnston, IA 50131; EngageFP, LLC; Co-Owner; Software Developer; 07/2026,; 8 hrs.; Provide strategic oversight, ownership governance, and product design direction for B2B client engagement software developed exclusively for financial advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
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