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, Brandon Donkersgoed, & Tara Schultz

Series 63 - Uniform Securities Agent State Exam

                  Homer Braden             

Series 66 - Uniform Combined State Law Exam

                   Homer Braden, Brandon Donkersgoed, & Tara Schultz

 Additionally, they are Life & (or and) Health Insurance Licensed.