0001606944-24-000003.txt : 20240201 0001606944-24-000003.hdr.sgml : 20240201 20240201074518 ACCESSION NUMBER: 0001606944-24-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BURGER,MAGGIE,JO, FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Speer Financial, Inc. CENTRAL INDEX KEY: 0001606944 ORGANIZATION NAME: IRS NUMBER: 362515109 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-00539 FILM NUMBER: 24585067 BUSINESS ADDRESS: STREET 1: 230 W. MONROE STREET STREET 2: SUITE 2630 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-346-3700 MAIL ADDRESS: STREET 1: 230 W. MONROE STREET STREET 2: SUITE 2630 CITY: CHICAGO STATE: IL ZIP: 60606 MA-I/A 1 primary_doc.xml MA-I/A 0001606944 XXXXXXXX Daniel Forbes 312-780-2281 dforbes@speerfinancial.com vstanford@speerfinancial.com N 0001606944-21-000006 N Maggie Jo Burger N 1 0001606944 Speer Financial, Inc. 07-01-2005 N Firm is waiting to file its MA-Is LOCATED 07-01-2005 531 Commercial Street SUITE 608 Waterloo IA 50701 07-2005 Speer Financial, Inc. Chicago IL 60602 Y N Senior Vice President 08-1999 06-2005 Farm Credit Services of America Manchester IA 50715 N N Financial Specialist N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01-31-2024 Daniel Dean Forbes Daniel Forbes