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Connie John Reha

Liberty Advisers Inc.

Lincoln, NE

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Current Employers
Liberty Advisers Inc.

Lincoln, NE • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2016-07-08
TX RA APPROVED 2016-04-15
NE RA APPROVED 2016-02-04
  • IA RA
    APPROVED
    Since 2016-07-08
  • TX RA
    APPROVED
    Since 2016-04-15
  • NE RA
    APPROVED
    Since 2016-02-04

Branch Locations

Lincoln, NE • 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
Liberty Wealth Management Inc. Lincoln NE 11/2012 Present
Reha Group Inc. Lincoln NE 07/2013 12/2018
Liberty Advisers, Inc. Lincoln NE 08/2015 Present
Liberty Advisers Inc. Lincoln NE 01/2020 10/2022
Liberty Wealth Management Inic. Lincoln NE 01/2020 Present
Liberty Wealth Management Inc. Lincoln NE 10/2022 Present
  • 11/2012 → Present
    Liberty Wealth Management Inc.
    Lincoln, NE
  • 07/2013 → 12/2018
    Reha Group Inc.
    Lincoln, NE
  • 08/2015 → Present
    Lincoln, NE
  • 01/2020 → 10/2022
    Lincoln, NE
  • 01/2020 → Present
    Liberty Wealth Management Inic.
    Lincoln, NE
  • 10/2022 → Present
    Liberty Wealth Management Inc.
    Lincoln, NE
Previous Registrations
  • 2010-11-10 → 2016-02-04
    Reha, Inc., Registered Investment Advisor
    Lincoln, NE
  • 2009-02-18 → 2010-11-04
    Lincoln, NE
    Cedar Rapids, IA
    Lincoln, NE
  • 2008-04-04 → 2009-02-13
    Kestra Investment Services, Llc
    Lincoln, NE
    Austin, TX
    Lincoln, NE
  • 2007-03-27 → 2008-04-01
    Osaic Fs, Inc.
    Lincoln, NE
    Boca Raton, FL
    Lincoln, NE
  • 2005-06-09 → 2006-09-14
    Lincoln, NE
    Lincoln, NE
  • 2005-03-28 → 2005-05-26
    Lincoln, NE
  • 2004-02-10 → 2005-03-28
    Cambridge Investment Research, Inc.
    Lincoln, NE
  • 2003-10-03 → 2004-02-03
    Osaic Fa, Inc.
    Overland Park, KS
Other Businesses

PRESIDENT & CHIEF COMPLIANCE OFFICER OF LIBERTY WEALTH MANAGEMENT INC. AND REHA INC. ALL BUSINESSES ARE LOCATED: LINCOLN, NE. 68502. INVESTMENT RELATED. LIBERTY WEALTH MANAGEMENT AND REHA INC ARE INSURANCE AGENCIES OFFERING LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE INSURANCE AND ANNUITIES. I CURRENTLY SPEND APPROX 5% OF TIME (less than 1 HOUR PER MONTH MANAGING THE BUSINESS OF WHICH 1 HOUR IS DURING TRADING HOURS.) MY DUTIES INCLUDE MANAGEMENT OF THE AGENCIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-30
S63 Uniform Securities Agent State Law Examination 1999-06-21
  • S65 Uniform Investment Adviser Law Examination
    2003-09-30
  • S63 Uniform Securities Agent State Law Examination
    1999-06-21
Other Names
  • Con Reha
  • Connie John Reha
  • Con John Reha

View on SEC IAPD

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