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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-14 |
Branch Locations
816 N High Street, Chippewa Falls, WI 54729 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Resource Partners | Chippewa Falls | WI | 12/2020 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 05/2023 | Present |
| Maryville University | St. Louis | MO | 08/2017 | 05/2018 |
| University Of St Thomas | St. Paul | MN | 08/2018 | 12/2021 |
| Chanhassen High School | Chanhassen | MN | 08/2013 | 06/2017 |
1.) Benefit Resource Partners; investment-related; 816 N High Street, Chippewa Falls, WI 54729; Agent; 12/2021; 120 hrs/mo; 90 hrs/mo; Talk to clients and sell life insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-18 |
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