Annual financial disclosure for 2013, filed May 15, 2013. Includes 17 assets and 3 liabilities.
| Asset | Value |
|---|---|
AFI Cash Reserve Certificate | $15,001 - $50,000 |
Ameriprise One Financial AMEX Wealthbuilder Growth Balanced Fund Class A | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
| Everbank | mortgage | $50,001 - $100,000 |
| Everbank | mortgage |
TIAA Traditional Annuity (Spouse inherited as beneficiary of father's estate) |
| $1,001 - $15,000 |
CREF Single Life Annuity (CREF Bond Market Account) (Spouse inherited as beneficiary of father's estate) | $1,001 - $15,000 |
CREF Single Life Annuity (Annuity/CREF Stock Account) (Spouse beneficiary of father's estate) | $1,001 - $15,000 |
CREF Single Life Annuity / CREF Stock Account (Spouse beneficiary of father's estate) | $1,001 - $15,000 |
DC/John Hancock Freedom Fund (529 Plan) | $1,001 - $15,000 |
DC/John Hancock Freedom Fund (529 Plan) | $1,001 - $15,000 |
Federal Congressional Credit Union | $1,001 - $15,000 |
Richard R Larsen IRA / Industrial Income Trust | $1,001 - $15,000 |
Farm Bureau / Wells Fargo Wealthbuilder Cash Allocation | $15,001 - $50,000 |
Richard R Larsen Roth IRA / Corporate Property Associates 18 Global | $1,001 - $15,000 |
Farm Bureau / Raymond James Equity | $1,001 - $15,000 |
RiverSource RAVA 5 Advantage Variable Annuity/VP MML Series Class 2 | $1,001 - $15,000 |
RiverSource Variable Life Insurance Moderate Aggressive C4 | $50,001 - $100,000 |
TIAA Ingrid Karen IRA Wells Allocation Allocation Builder Growth | $1,001 - $15,000 |
TIAA-CREF Social Choice Equity Core Fund Class A | $1,001 - $15,000 |
| $50,001 - $100,000 |