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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-03-26 |
Branch Locations
5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411 • United States
301 Oak Ridge Circle, Waverly, IA 50677 • 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 01/2003 | 03/2019 |
| Manternach & Assoc. | Cedar Rapids | IA | 06/2002 | 11/2019 |
| Premier Advisors Llc | Cedar Rapids | IA | 06/2002 | 11/2019 |
| Brokers International Financial Services | Cedar Rapids | IA | 03/2019 | 09/2022 |
| Accel Wealth Management | Cedar Rapids | IA | 03/2019 | Present |
Insurance Sales; Not investment related; 5500 Fountains Drive NE #201, Cedar Rapids, IA 52411; Life/Health Insurance Sales; Agent; Started 12/1/2019; 20 hours per month, 20 during trading; Sale of insurance products as a result of the financial planning process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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