Our Qualifications
Our Financial Advisors have completed extensive training and licensing requirements to prepare them to serve the needs of our clients.
They currently hold the following securities registrations:
Series 7- General Securities Representative
Homer Braden, Susan Fouts, & Brandon Donkersgoed
Series 63 - Uniform Securities Agent State Exam
Homer Braden
Series 66 - Uniform Combined State Law Exam
Homer Braden, Susan Fouts, & Brandon Donkersgoed
Additionally, they are Life & (or and) Health Insurance Licensed.