Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CO, GA, KS, MI, MO, NV, OH, OK, TX

David Yount, domiciled in MO, California Insurance Lic. #4059753

David Yount, domiciled in MO, Arkansas Insurance Producer Lic. #2344192

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, KS, MD, MO, OK, TX

CRN202209-271451