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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-12 |
| WI | RA | APPROVED | 2024-09-12 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Onalska | WI | 03/2006 | 11/2016 |
| Securities America, Inc. | Onalska | WI | 11/2016 | 06/2024 |
| Securities America Advisors, Inc. | Onalska | WI | 11/2016 | 06/2024 |
| Osaic Wealth, Inc. | Onalaska | WI | 06/2024 | Present |
| Osaic Wealth, Inc. | Onalaska | WI | 06/2024 | Present |
| Wealthplan Partners | Omaha | NE | 08/2024 | Present |
1. LA CRESCENT AREA EVENT CENTER POSITION: Board Member NATURE: It is a event Center for the La Crescent Area INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 595 Veterans Parkway, La Crescent MN 55947 DESCRIPTION: I sit on the board. 2. KLAUKE INVESTMENTS & INSURANCE SERVICES POSITION: sales NATURE: Fixed Insurance Sales with Multiple companies INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/30/2016 ADDRESS: 635 2nd Ave S, ONALASKA WI 54650 DESCRIPTION: Sell Life insurance 3. KLAUKE INVESTMENTS & INSURANCE POSITION: Owner NATURE: SECURITIES AMERICA ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 12/01/2016 ADDRESS: 635 2nd Ave. S, Onalaska WI 54650 DESCRIPTION: Work with people as part of there overall financial plan using fee based accounts 4. WEALTHPLAN PARTNERS POSITION: Financial Advisor NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 120 START DATE: 09/09/2024 ADDRESS: 101 S 108th Ave, Omaha NE 68154, United States DESCRIPTION: Buying and selling securities and also using third party money managers for my clients account. We will also be marketing and promoting this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
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