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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| UT | RA | APPROVED | 2025-05-28 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
363 North Oak Ridge Ct., Washington, UT 84780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | St George | UT | 02/2014 | 10/2022 |
| Primerica Financial Services | St George | UT | 01/2015 | 10/2022 |
| Terra Wealth Management, Llc | Washington | UT | 10/2022 | 04/2025 |
| Salt Lake Express | Rexburg | ID | 11/2024 | Present |
| Oasis Advisors, Llc | Washington | UT | 05/2025 | Present |
1) Licensed insurance agent; sells insurance and annuity business; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Wallert Group LLC - Multi Member LLC - I am 50% owner and Ryan Wall is 50% owner. This LLC provides marketing and workflow services to Monte Cristo Technology LLC, a real estate asset owner offering fractional real estate ownership to accredited investors as an advanced tax strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-04 |
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