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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2023-10-04 |
| MO | RA | APPROVED | 2023-01-10 |
| IN | RA | APPROVED | 2023-01-04 |
| MN | RA | APPROVED | 2022-12-21 |
| AZ | RA | APPROVED | 2022-12-19 |
| IL | RA | APPROVED | 2022-12-19 |
| NE | RA | APPROVED | 2022-12-19 |
| OH | RA | APPROVED | 2022-12-15 |
| NC | RA | APPROVED | 2022-12-01 |
| IA | RA | APPROVED | 2022-11-29 |
| KS | RA | APPROVED | 2022-11-29 |
| TX | RA | APPROVED | 2022-11-28 |
Branch Locations
106 Grand Avenue Unit 1, Callaway, NE 68825 • United States
20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tagge Rutherford Financial Group | Elk Horn | NE | 01/1996 | 03/2022 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 08/2020 |
| Senior Styles Llc | Boys Town | NE | 07/2015 | 03/2017 |
| Lpl Financial Llc | Callaway | NE | 08/2020 | 11/2022 |
| Valmark Securities, Inc. | Akron | OH | 11/2022 | Present |
| Valmark Advisers, Inc. | Akron | OH | 11/2022 | Present |
1.)RWB, LLC; Omaha, NE; start 12/1971; Secretary for family business; investment related; ownership %; dividends. /// 2.)Owner of rental property; 15808 W. DODGE RD LLC; Real Estate Rental; dividends. /// 3.)BAILEY & DINEEN FINANCIAL GROUP, LLC - DBA Coordinated Planning; Omaha, NE; 08/2020; investment related./// 4.)Farm equipment purchase; 10/2022; not investment related; interest payments on the equipment sold./// 5.) Parian Lodge; PO Box 333, Callaway, NE 68825; Secretary; Take meeting notes; NOT Investment Related; Start Date 1/1/2024; Approximately 1-5 hrs. per month; No compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
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