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Charles Clemons

Lexus Wealth Management

Olympia Fields, IL

Omaha, NE

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Current Employers
Lexus Wealth Management

11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-16
IL RA APPROVED 2023-07-18
  • TX RA
    APPROVED
    Since 2023-08-16
  • IL RA
    APPROVED
    Since 2023-07-18

Branch Locations

Olympia Fields, IL • United States

11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers For W&R Insurance Agencies Matteson IL 12/2009 Present
Evergreen Capital Management Omaha NE 12/2014 03/2023
Lexus Wealth Management Omaha NE 03/2023 Present
  • 12/2009 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Matteson, IL
  • 12/2014 → 03/2023
    Evergreen Capital Management
    Omaha, NE
  • 03/2023 → Present
    Lexus Wealth Management
    Omaha, NE
Previous Registrations
  • 2013-11-07 → 2023-07-17
    Evergreen Capital Management Inc
    Omaha, NE
    Matteson, IL
    Matteson, IL
  • 2009-12-09 → 2013-11-11
    Waddell & Reed
    Matteson, IL
    Mokena, IL
    Matteson, IL
    Evergreen Park, IL
  • 2003-08-14 → 2004-03-12
    Msi Financial Services, Inc.
    Itasca, IL
  • 2002-06-25 → 2003-06-09
    Equitable Advisors, Llc
    Chicago, IL
Other Businesses

12/2009-PRESENT, VARIOUS INSURANCE CARRIERS AGENCIES, MATTESON, IL, INVEST-RELATED, INSURANCE SALES, INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-24
S63 Uniform Securities Agent State Law Examination 1998-02-26
  • S65 Uniform Investment Adviser Law Examination
    2002-06-24
  • S63 Uniform Securities Agent State Law Examination
    1998-02-26
Other Names
  • Charles Clemons

View on SEC IAPD

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