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LK

Label Kaufman

VARIABLE INVESTMENT ASSOCIATES
Tea, SD 57064
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CRD#: 2854506
LK

Professional summary


Label Kaufman is a registered financial professional currently at VARIABLE INVESTMENT ASSOCIATES, INC. located in Tea, South Dakota.

Label is registered as a RR (Registered Representative) and started their career in finance in 1997. Label has worked at 7 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Label Kaufman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 10, 2012 - Present

VARIABLE INVESTMENT ASSOCIATES, INC.

Office #1: 750 E. 1st Street, Tea, SD 57064
BD
CRD#: 44412
Tea, SD
Past

January 3, 2007 - December 31, 2011

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
BRICK, NJ
Past

June 7, 2004 - December 31, 2006

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
LINCROFT, NJ
Past

November 14, 2002 - June 2, 2004

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

October 26, 1998 - November 15, 2002

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

April 3, 1998 - October 26, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 27, 1997 - April 3, 1998

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

June 4, 1997 - August 13, 1997

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/23/2021)
RR
New Jersey
(1/10/2012)
RR
New York
(1/10/2012)
RR
Texas
(8/15/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/25/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VI
VARIABLE INVESTMENT ASSOCIATES, INC.
VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412 / SEC#: , 8-50699

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
750 E. 1st Street, Tea, SD 57064
Mailing Address
750 E. 1st Street, Tea, SD 57064
Phone number
(605) 361-8230
Established
South Dakota since 10/03/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WILSON, GREGORY STEVENPRESIDENT / CEO / CCO / COO/1272680
FONDER, TERRY JOSEPHFINOP5561085
WILSON, KYLE WAGNERASSISTANT CEO5212895

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412Tea, SD 57064

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