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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2006-03-20 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
14382 Woodlake Dr, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Breneman & Co. | Chesterfield | MO | 10/1978 | Present |
| Wealth Management, Llc | Norfolk | NE | 03/2006 | Present |
MUTUAL FUND PUBLISHING CO. AT 14382 WOODLAKE DR CHESTERFIELD, MO 63017. NONINVESTMENT RELATED. NATURE OF BUSINESS PUBLISHER OF 2 REFERENCE TAX BOOKS. TITLE - PRESIDENT/OWNER. STARTED 1992 -SEASONAL BUSINESS - DEVOTE APPROXIMATELY 6 HRS PER DAY DURING JANUARY 15 - FEB 15. DUTIES OVERSEE PRODUCTION & PRINTING OF REFERENCE BOOKS. OIL WELL JOINT VENTURES - PARTIAL OWNERSHIP IN SEVERAL OIL WELL JOIN VENTURES W/TEXAS SECURITIES OR CROWN - TITLE: MINOR OWNER (NO POSITION) - START DATE: 2004 - WORK 0 HRS/WK. Gary L. Breneman, CPA, PC - Not investment related - 14382 Woodlake Dr Chesterfield, MO 63017 - CPA Firm - President - 01/2015 - Approx. 40 hours monthly/Approx. 40 Hours monthly during securities trading hours - Tax and accounting work. Gifts of Love International - Not investment related - Wentzville, MO - Non Profit - board member/treasurer -Approx. 1 hours monthly/Approx. 0 Hours monthly during securities trading hours. Woods Mill Professional Campus - Not investment related - Chesterfield, MO - Non Profit - board member/treasurer -Approx. 1 hours monthly/Approx. 0 Hours monthly during securities trading hours. Woods Mill Trustee Association - Not investment related - Chesterfield, MO - Non Profit - board member/treasurer -Approx. 1 hours monthly/Approx. 0 Hours monthly during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-09 |
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