Bryan Leroy Holen

Current Employers

Employment History

• 07/2000 → 02/2020
  Principal Life Insurance Company
  Omaha, NE
• 07/2000 → 02/2020
  Principal Securities
  Omaha, NE
• 05/2011 → 06/2018
  Heartland Financial Concepts
  Bellevue, NE
• 06/2015 → 02/2020
  Plat1Num One Investment & Insurance Group
  Omaha, NE
• 03/2020 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 08/2000 → Present
  Bryan L. Holen Insurance Sales
  Omaha, NE
• 03/2020 → Present
  Insource Benefits Group
  Lavista, NE
• 03/2020 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2022 → Present
  Plat1Num One Investment And Insurance Group
  Omaha, NE

Previous Registrations

• 2018-03-20 → 2020-03-10
  Principal Securities, Inc.
  Kearney, NE
  Kearney, NE
  Kearney, NE
  Bellevue, NE
  Elkhorn, NE

Other Businesses

INSOURCE BENEFITS GROUP; SAME AS BRANCH; INV REL; INSURANCE & FINANCIAL SERVICES; AGENT; START DATE=03/2020; HRS/MO=200; TRADING HRS/MO=160; MEET WITH CLIENTS TO HELP IN FINANCIAL & INSURANCE PLANNING * inSource Financial Advisors; same as branch; inv rel; sales of insurance, AIC products and IAR services; Financial Advisor; start date=03/2020; hrs/mo=200; trading hrs/mo=150; dba for sales of insurance, AIC products and IAR services * BRYAN L. HOLEN INSURANCE SALES; 1529 SOUTH 161ST STREET, OMAHA, NE, 68130; INV REL; SALES OF INSURANCE; OWNER; START DATE=08/2000; HRS/MO=10; TRADING HRS/MO=10; ASSIST IN SALES OF INSURANCE TO BUSINESSES & INDIVIDUALS * Plat1num One Investment and Insurance Group; same as residence; inv rel; LLC used strictly for tax purposes to keep business and personal expenses separate; President; start date=01/2022; hrs/mo=5; trading hrs/mo=0; used only for tax purposes and to keep business expenses separate from personal * NAIFA National PAC; inv rel; same as branch; Political Action Committee for the National Association of Insurance and Financial Advisors; Board; start date=01/2025; hrs/mo=5; trading hrs/mo=5; serve on the National PAC committee to help oversee and provide input on the activities of the national and state PAC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-15
• S63 Uniform Securities Agent State Law Examination
  2000-08-04