Robert Thomas Frank

Current Employers

Employment History

• 01/2011 → 09/2023
  Sagepoint Financial Advisors
  Lincoln, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2011-02-04 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Lincoln, NE
• 2007-01-19 → 2011-02-03
  Ameritas Investment Company, Llc
  Falls City, NE
  Beatrice, NE
  Nebraska City, NE
  Omaha, NE
  Humboldt, NE
  Lincoln, NE
  Lincoln, NE
  Lincoln, NE
  Lincoln, NE
  Auburn, NE
  Tecumseh, NE
  Lincoln, NE
  Kearney, NE

Other Businesses

1. LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS "FIRST FINANCIAL INVESTMENTS AND INSURANCE..LLC SAME ADDRESS AS SECURITIES RELATED BUSINESS. INV RELATED; REPRESENTATIVE; SALES; START DATE= 01/21/2011; HRS/M0=50; TRADE HRS/MO= 50; DUTIES = FINANCIAL ADVISOR 2. FIRST FINANCIAL INVESTMENTS AND INSURANCE POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/17/2011 ADDRESS: 5955 S. 56th St, Suite 2, Lincoln NE 68516, United States DESCRIPTION: Provide Fixed Annuities, Life Insurance, LTC, and medicare Supplement

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-01
• S63 Uniform Securities Agent State Law Examination
  1998-05-29

Other Names

• Bob Frank