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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Pacific Rr | Omaha | NE | 05/2015 | 06/2019 |
| Thrivent Investment Management Inc | Sedalia | MO | 02/2019 | 08/2023 |
| Thrivent Financial | Appleton | WI | 06/2019 | 08/2019 |
| Thrivent Financial | Appleton | WI | 08/2019 | 08/2023 |
| Sumner Insurance Services, Llc | Sedalia | MO | 09/2023 | Present |
| Brokers International Financial Services | Sedalia | MO | 05/2024 | Present |
1. Christian Money Mindset; Investment related; 2300 West Broadway Blvd, Sedalia MO 65301; Apple Podcast that speaks to the importance of using bible based perspectives and principals in making decisions on how Christians spend, save, give, and invest money; Program creator, writer & host; 04/15/2024; 10 hours per month; 0 hours during trading hours; Program creator, writer and host. 2. Sumner Financial Solutions, LLC; Investment related; 2306 West Broadway Blvd Sedalia, MO 65301; DBA for securities business; IAR; 05/01/2024; 120 hours per month; 120 hours during trading hours; Meet with clients to evaluate their financial situation and give recommendations on products to meet their needs. 3. Sumner Insurance Services, LLC; Investment Related; 2306 West Broadway Blvd Sedalia, MO 65301; Fixed insurance & annuity sales; Agent; 20 hours per month; 20 hours during trading hours; Sales and service of life, health, and fixed annuity products. 4. Redeemed Threads Consignment & Boutique, LLC; 229 S Ohio Ave Sedalia, MO 65301; Retail & Consignment for used clothing, jewelry & accessories; Vice President; 20 hours per month; 0 hours during trading hours; Assist spouse managed and co-owned business retailing new and used clothing, jewelry, and accessories. 5. LWJ INSURANCE GROUP LLC POSITION: Owner NATURE: LWJ Insurance Group LLC is an LLC filed in the state of Missouri and operated as an S-corporation with the IRS which sells life and health insurance products exclusively for Sumner Insurance Services of Sedalia Mo. This business structure allows owner Laramey Johnson a better way manage cash flow and taxation due to the ebbs and flows of the business and commission cycle. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 13763 Saline 127Hwy, Sweet Springs MO 65351, United States DESCRIPTION: Manage business aspects of LLC and S-corp, track time, submit and pay payroll, submit quarterly IRS reports, hold quarterly meetings, track expenses, and manage P and L statements, and file taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-05 |
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