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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2025-10-17 |
| FL | RA | APPROVED | 2025-03-13 |
| NE | RA | APPROVED | 2023-09-19 |
| CT | RA | APPROVED | 2022-04-29 |
| GA | RA | APPROVED | 2021-08-20 |
| HI | RA | APPROVED | 2021-08-19 |
| WY | RA | APPROVED | 2020-11-17 |
| IA | RA | APPROVED | 2020-11-10 |
| CO | RA | APPROVED | 2008-03-03 |
Branch Locations
1609 Crestridge Dr, Loveland, CO 80537 • United States
One American Square, Indianapolis, IN 46282 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Loveland | CO | 12/2007 | Present |
| Oneamerica Securities, Inc | Loveland | CO | 01/2008 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Longs Peak Financial, LLC - insurance sales**President: Longs Peak Education-Education provider for insurance CE and CPA CPE-Producing Education Content**Board Member: Mount Olive Lutheran Church
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-23 |
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