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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-05-27 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
5550 Wild Rose Ln Suite 400, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Retirement Solutions | West Des Moines | IA | 11/2014 | 02/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2018 | 04/2018 |
| Midwest Retirement Advisors | West Des Moines | IA | 02/2018 | Present |
| Creativeone Wealth | Overland Park | KS | 05/2020 | Present |
| Corecap Advisors | Southfield | MI | 04/2018 | 05/2020 |
MIDWEST RETIREMENT ADVISORS; INVESTMENT RELATED; WEST DES MOINES, IA ; FIXED ANNUITY AND LIFE INSURANCE SALES AND SERVICE; START DATE 3/2012; 160 HOURS PER MONTH, DURING SECURITIES TRADING HOURS. MIDWEST RETIREMENT ADVISORS (DBA); NOT INVESTMENT RELATED; WEST DES MOINES, IA; OWNER/PRESIDENT; START DATE 2/2018; 5 HOURS PER MONTH, DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-18 |
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