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Jeffrey Charles Busbee

Busbee Wealth Advisors LLC

Cedar Rapids, IA

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Current Employers
Busbee Wealth Advisors Llc

1918 St. Andrews Ct. Ne, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-10-27
  • IA RA
    APPROVED
    Since 2022-10-27

Branch Locations

1918 St. Andrews Ct. Ne, Cedar Rapids, IA 52402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services, Inc. St. Paul MN 01/1991 08/2018
Minnesota Life Insurance Co. St. Paul MN 05/1986 Present
Securian Financial Services, Inc. West Des Moines IA 09/2002 09/2018
Harbour Investments, Inc. Madison WI 08/2018 10/2022
Busbee Wealth Advisors Llc Cedar Rapids IA 10/2022 Present
Busbee Wealth Strategies Llc Cedar Rapids IA 08/2017 Present
  • 01/1991 → 08/2018
    Securian Financial Services, Inc.
    St. Paul, MN
  • 05/1986 → Present
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 09/2002 → 09/2018
    Securian Financial Services, Inc.
    West Des Moines, IA
  • 08/2018 → 10/2022
    Madison, WI
  • 10/2022 → Present
    Cedar Rapids, IA
  • 08/2017 → Present
    Busbee Wealth Strategies Llc
    Cedar Rapids, IA
Previous Registrations
  • 2018-08-17 → 2022-10-26
    Madison, WI
    Cedar Rapids, IA
    Cedar Rapids, IA
  • 2002-09-30 → 2018-09-10
    Securian Financial Services, Inc.
    Hiawatha, IA
    Cedar Rapids, IA
  • 1999-01-18 → 2006-01-30
    Cauldwell Financial Group Inc
    Hiawatha, IA
Other Businesses

Name: BUSBEE WEALTH STRATEGIES LLC, INVEST RELATED: Yes; Address: CEDAR RAPIDS, IA Nature: Insurance Position: OWNER; Title: Insurance Agent Start: 08/2017 Hours: 40 during securities trading: 20 Duties: Insurance sales and service

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-08-22
  • S63 Uniform Securities Agent State Law Examination
    1986-08-22
Designations

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