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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-11-01 |
| NE | RA | APPROVED | 2021-11-01 |
Branch Locations
6355 S 56Th St, Lincoln, NE 68516 • United States
Glenwood, IA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2004 | Present |
| Namaste Retirement Consultants | Glenwood | IA | 10/2011 | 09/2016 |
| Yocum & Associates, Llc | Lincoln | NE | 10/2004 | Present |
| Central Financial Services/Afc | Lincoln | NE | 01/2005 | Present |
| Yocum Wealth Management | Lincoln | NE | 08/2014 | 02/2020 |
| Yocum Cattle Company, Llc | Lincoln | NE | 11/2014 | 11/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2015 | Present |
| Yocum & Associates | Lincoln | NE | 11/2005 | 02/2020 |
| Ameritas Financial Center | Lincoln | NE | 01/2020 | Present |
| The Planning Group | Lincoln | NE | 02/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Envision Wealth Network | Lincoln | NE | 10/2022 | Present |
| Ameritas Wealth Advisors | Lincoln | NE | 10/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * YOCUM & ASSOCIATES, LLC; SAME AS BRANCH; INV REL; OWNER; BOOKKEEPING FOR ITSELF, SELLS INSURANCE AN ANNUITY PRODUCTS AND PROVIDES AGRICULTURAL CONSULTING, EDUCATION ON FINANCIAL MATTERS; OWNER; START DATE=10/2004; HRS/MO=30; TRADING HRS/MO=20; SELL INSURANCE PRODUCTS, EDUCATING AND CONSULTING ON FINANCIAL MATTERS SUCH AS SOCIAL SECURITY, ESTATE PLANNING AND OTHER FINANCIAL TOPICS * PUSH BUTTON JEANS (SWEET GRASS LTD LLC); SAME AS RESIDENCE; NON-INV REL; DESIGNING WESTERN EQUINE ATTIRE AND JEANS, PRODUCING EQUINE PRODUCTS FOR RESALE PURPOSES; PARTNER; START DATE=05/2010; HRS/MO=1; TRADING HRS/MO=0; COORDINATE WITH DESIGNERS IN OKLAHOMA AND IOWA, WEBSITE DESIGN * CENTRAL FINANCIAL SERVICES/AFC; SAME AS BRANCH; INV REL; AGENCY; AGENT; START DATE=01/2005; HRS/MO=2; TRADING HRS/MO=2; I AM REGISTERED AND LICENSED UNDER THIS ENTITY WITH CREATIVE ONE AND AMERITAS LIFE INSURANCE CORP * BOURNE PURPLE PUBLISHING, LLC; 500 WILLOW AVE, COUNCIL BLUFFS IA 51503; NON-INV REL; WROTE THE BOOKS, "YOUR DEFINING MOMENTS," THE EIEIO FINANCIAL PLANNING METHOD AND THE EIEIO FINANCIAL PLANNING METHOD WORKBOOK, THIS BOOK HAS AN APP PROTOTYPE BEING DEVELOPED, THE PUBLISHING COMPANY IS THE OWNER OF THESE PRODUCTS AND BYPRODUCTS; AUTHOR/PUBLISHER/DISTRIBUTOR; START DATE=09/2014; HRS/MO=25; TRADING HRS/MO=2; AUTHOR, FOUNDER, SPOKESWOMAN FOR THE BOOK, PUBLISHER, MANAGER OF DISTRIBUTION, DEVELOPER OF A FINANCIAL APP * Ameritas Financial Center; same as branch; inv rel; agency; Agent; start date=01/2020; hrs/mo=2; trading hrs/mo=2; I am registered and licensed under this entity with Creative One and Ameritas Life Insurance Corp * The Planning Group; same as branch; inv rel; dba for Yocum & Associates-financial education, insurance and fixed annuities; Consultant/Teacher/Owner; start date=02/2020; hrs/mo=30; trading hrs/mo=20; financial education, sale of insurance and fixed annuities * Envision Wealth Network; inv rel; same as branch; Financial Services; Investment Advisor Rep/Insurance Agent/Registered Rep; start date=10/2022; hrs/mo=30; trading hrs/mo=30; provide financial planning and wealth services * Ameritas Wealth Advisors; inv rel; same as branch; Financial Services; Insurance Agent-IAR-RR; start date=10/2022; hrs/mo=30; trading hrs/mo=20; submitting annuity, insurance and investment applications as a sub review * Farm; 23503 Ellington Ave, Glenwood IA 51534; non-inv rel; agricultural; Owner; start date=01/2026; hrs/mo=32; trading hrs/mo=0; develop the farm-products, land and business lan, manage operations and help harvest and product products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-01 |
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