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2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2016-09-20 |
Branch Locations
2820 Sw Mission Woods Drive, Topeka, KS 66614 • 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 |
|---|---|---|---|---|
| Capital Financial Group, Inc. | Topeka | KS | 01/1986 | 12/2018 |
| Cfg Trusted Advisors, Inc. | Topeka | KS | 09/2016 | 12/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2016 | 01/2017 |
| Retirewise Tax And Wealth Advisors, Inc. | Topeka | KS | 12/2018 | Present |
| Retirewise, Inc. | Topeka | KS | 12/2018 | 12/2025 |
1)VOGEL PROPERTIES; NON INVESTMENT RELATED; 2820 SW MISSION WOODS DRIVE TOPEKA KS 66614; OWNERSHIP OF OFFICE BUILDING; OWNER; 01/01/2001 TO PRESENT; 1 HOUR PER MONTH ALSO DURING TRADING HOURS; OWN & MANAGE BUILDING THAT LEASES OFFICE SPACE TO RETIREWISE TAX AND WEALTH ADVISORS, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-20 |
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