Our Qualifications

Our Financial Advisors have completed extensive training and licensing requirements to prepare them to serve the needs of our clients.

Our advisors currently hold the following securities licenses:

Series 7-   General Securities Representative
                  Homer Braden, Geriann Engle & Brandon Donkersgoed

Series 63 - Uniform Securities Agent State Exam

                  Homer Braden

Series 65 - Uniform Investment Advisor Law Exam

                   Brandon Donkersgoed

Series 66 - Uniform Combined State Law Exam

                   Homer Braden & Geriann Engle

 Additionally, our advisors are Life and Health Insurance Licensed.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck