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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-03-20 |
| OK | RA | APPROVED | 2025-07-21 |
| IL | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED_RES | 2023-11-05 |
| IA | RA | APPROVED | 2022-04-18 |
| NE | RA | APPROVED | 2022-04-14 |
Branch Locations
20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2015 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Fremont | NE | 01/2015 | 01/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 01/2019 |
| Cetera Advisors Llc | Denver | CO | 02/2019 | 08/2020 |
| Insurance Design Management | Omaha | NE | 01/2019 | Present |
| Lpl Financial Llc | Omaha | NE | 08/2020 | 01/2022 |
| Valmark Securities, Inc. | Akron | OH | 02/2022 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2022 | Present |
1.) St. Patrick's Church; Fremont, NE; Endowment Committee Member; Discuss Endowment accounts, distributions and strategies; not investment related; 1-5 hours/month; no compensation./// 2.) 4-3 Health; Lincoln, NE; Co-owner of Orthotic and Bracing Company; not investment related; 1-5 hours/ month; compensation is pass through income through a K-1 based on ownership percentage./// 3.) Rental property; Lincoln, NE; Co-owner of property; not investment related; 1-5 hours/month; compensation is rental income./// 4.) Insurance Partners; 11225 College Blvd # 105, Overland Park, KS 66210; Agent; Disability insurance sales; NOT Investment Related; Start Date 5/24/2023; Approximately 1-5 hrs. per month; Commission for disability insurance sales./// 5.) Coordinated Planning; 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022; Financial Advisor; YES Investment Related; Start Date 1/2019; Approximately 40+ hrs. per month; W-2 and 1099 income./// 6.) Midland University; 900 N Clarkson, Fremont, NE 68025; Adjunct Professor; I will be teaching one course in the Fall 2024 semester. The course is Financial Institutions and Markets; NOT Investment Related; Start Date 08/19/2024; Approximately 6-10 hrs. per month; I will be paid $2500 for this course./// 7.) Bojanski Financial, LLC; 1120 Applewood Drive, Fremont, NE 68025; Tax Entity; Owner; Manager of the entity; YES Investment Related; Start Date 08/01/2026; Approximately 1-5 hrs. per month; Distributions of profits to owner.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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