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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-08-08 |
Branch Locations
7400 S Union Park Ave Ste 301, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 09/2017 | 08/2019 |
| Kts Financial Group | Midvale | UT | 10/2014 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 08/2019 | Present |
1.) KTS FINANCIAL GROUP; YES INVESTMENT RELATED; 7400 S. UNION PARK AVE. STE. 301, MADVALE, UT 84047; INSURANCE SALES; DATE 10/2014; APPROX 144 HRS/MONTH; APPROX 144 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-26 |
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