Dave Alan Buchanan

Current Employers

Employment History

• 12/2003 → Present
  Conservative Investment Specialists, Inc.
  Lincoln, NE
• 09/2016 → 10/2018
  Gradient Advisors, Llc
  Arden Hills, MN
• 09/2016 → 02/2020
  Retirement & Wealth Solutions Of Nebraska
  Lincoln, NE
• 10/2018 → Present
  Change Path Llc
  Leawood, KS
• 05/1997 → Present
  Self Employed
  Lincoln, NE
• 02/2020 → Present
  Trinity Financial Group
  Lincoln, NE

Previous Registrations

• 2016-09-30 → 2018-10-09
  Gradient Advisors, Llc
  Lincoln, NE
  Arden Hills, MN
• 2004-07-26 → 2007-12-31
  Conservative Investment Specialists, Inc.
  Lincoln, NE
• 1998-01-26 → 2002-09-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, NE

Other Businesses

CONSERVATIVE INVESTMENT SPECIALISTS: 8700 EXECUTIVE WOODS, DR. SUITE 200, LINCOLN, NE 68512; OWNER; IS A TAX ENTITY FOR INSURANCE BUSINESS TO BE PAID. CONSERVATIVE INVESTMENT SPECIALISTS NAME WILL NOT BE USED IN ANY MARKETING, CORRESPONDENCE OR FOR ANY OTHER REASON THAN TO USE THE TAX ID NUMBER. 1+ HOURS/MONTH. 1+ HOURS/MONTH DURING TRADING. START 12/2003 D.B.A TRINITY FINANCIAL GROUP; 8700 EXECUTIVE WOODS DR., SUITE 200, LINCOLN, NE 68512. RETIREMENT PLANNING, INVESTMENT SERVICES AND INSURANCE MARKETING. 1+ HOURS/MONTH. 1+ HOURS/MONTH DURING TRADING. START 09/2016. SELF EMPLOYED INSURANCE AGENT: INVESTMENT RELATED. INSURANCE AGENT. 8700 EXECUTIVE WOODS DR. SUITE 200, LINCOLN, NE 68512. 40+ HOURS/ MONTH, 40+ HOURS/MONTH DURING TRADING. RESPONSIBLE FOR SELLING INSURANCE. START 05/1997.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-23
• S63 Uniform Securities Agent State Law Examination
  1996-09-23

Other Names

• Dave A Buchanan