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.