CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Lee's Summit, MO | May 2022 - Current | 2 |
| Bankers Life Securities, Inc. | Lee's Summit, MO | May 2022 - Current | 2 |
| Bankers Life & Casualty, Inc. | Lee's Summit, MO | Mar 2022 - Current | 2 |
| Mutual Of Omaha Investment Services | Overland Park, KS | Nov 2010 - Current | 13 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Sep 2010 - Current | 13 |
| Mutual Of Omaha | Overland Park, KS | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- MO
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc.
Trading instructions sent via email will not be accepted. Please call Mutual of Omaha Investor Services, Inc. at 1-800-228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc.
Trading instructions sent via email will not be accepted. Please call Mutual of Omaha Investor Services, Inc. at 1-800-228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
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