William Ray Verhagen

Current Employers

Employment History

• 07/2007 → 10/2019
  Ifs Planning Strategies, Llc
  Bloomington, IN
• 01/2015 → 03/2017
  Msi Financial Services, Inc.
  Bloomington, IN
• 07/1996 → Present
  Innovative Financial Solutions, Inc.
  Palm Coast, FL
• 03/2017 → 08/2018
  Mml Investors Services, Llc
  Palm Coast, FL
• 07/2016 → 08/2018
  Massmutual Life Insurance Company
  Palm Coast, FL
• 08/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2007-07-24 → 2019-10-21
  Ifs Planning Strategies, Llc
  Palm Coast, FL
  Bloomington, IN
• 2017-03-25 → 2018-08-23
  Mml Investors Services, Llc
  Bloomington, IN
  Palm Coast, FL
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Bloomington, IN
  Palm Coast, FL
• 1999-04-14 → 2015-01-02
  New England Securities
  Palm Coast, FL
  Palm Coast, FL
  Bloomington, IN
  Bloomington, IN

Other Businesses

1. President and Part Owner, Innovative Financial Solutions, Inc., a private entity established to facilitate securities and insurance business; Located in Indiana; As of October, 1986; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed Insurance Sales; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Greggs & Reid CPA, tax preparation services, As of 2014; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Not investment related. 4. Managing Member and Co-Owner, A-1 Town Homes and Apartments, LLC, an entity created for the purpose of owning and managing residential and commercial real estate rental properties located in Bloomington, IN and Unionville, IN; As of June 2005; Approximately less than 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 5. Managing Member and Owner, Creekside at Grand Haven, LLC, a private entity created for the purpose of holding developed real estate in Palm Coast, FL; As of August 2016; Approximately less than 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 6. Owner of entity created for the purpose of being a condo association; Located at 50 N. Waterview Dr, Palm Coast, FL 32137; As of 07/10/2018; Approximately 1% time spent during securities trading hours per month; Not Conducted at branch location; Not Investment related. 7. Co-Owner of rental property located in Palm Coast, FL, as of 01/01/2023; 1% of time spent during business hours; Not conducted at branch location; Investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-03-16
• S63 Uniform Securities Agent State Law Examination
  1987-08-05

Designations