Wanda Lynn Caffrey

Current Employers

Employment History

• 12/2002 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 12/2002 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 02/2009 → Present
  Polaris Financial Services
  Lincoln, NE
• 05/2013 → 06/2019
  Insource
  Lincoln, NE
• 06/2019 → Present
  Insource Financial Advisors
  Lincoln, NE
• 06/2001 → Present
  Mary Kay
  Lincoln, NE
• 12/2020 → Present
  Insource Inc
  Lavista, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INDEPENDENT MARY KAY BEAUTY CONSULTANT; SAME AS RESIDENCE; NON-INV REL; SALE OF WHOLESALE BEAUTY PRODUCTS; INDEPENDENT BEAUTY REPRESENTATIVE; START DATE=06/2001; LINCOLN NE; HRS/MO=1; TRADING HRS/MO=0; SALE OF MARY KAY BEAUTY PRODUCTS TO FAMILY AND FRIENDS * POLARIS FINANCIAL SERVICES; SAME AS RESIDENCE; INV REL; DBA MARKETING NAME; OWNER; START DATE=02/2009; HRS/MO=160+; TRADING HRS/MO=160+; OWNER * inSource Financial Advisors; same as branch; inv rel; independent insurance sales and investment business; Financial Advisor; start date=06/2019; hrs/mo=40; trading hrs/mo=40; meet with clients and referrals to help them with their insurance, financial and retirement planning needs * inSource Inc; 12329 Southport Pkwy Ste 101, LaVista NE 68128; inv rel; independent insurance agency; Second Line Manager; start date=12/2020; hrs/mo=40; trading hrs/mo=40; answer agent questions and help them with illustrations and training * inSource Inc; 12329 Southport Parkway Ste 101, LaVista, NE 68128; inv-rel; 401k Plan sales and service; Director Retirement Planning; start date=03/2022; hrs/mo=40; trading hrs/mo=40; assist agency with 401k plans, provide participants with additional retirement planning and individualized insurance proposals when requested

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-15
• S63 Uniform Securities Agent State Law Examination
  1998-03-06