Deborah Lynn Koch

Current Employers

Employment History

• 04/2015 → 06/2024
  Securities America Inc
  Omaha, NE
• 04/2015 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2015-04-15 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
  Omaha, NE
• 2013-10-17 → 2015-03-27
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2004-03-31 → 2013-09-06
  Manarin Investment Counsel Ltd
  Omaha, NE
  San Juan, PR
• 1999-11-08 → 2004-03-16
  Transamerica Financial Advisors, Llc
  Omaha, NE

Other Businesses

**DBA - Kerins Hendrickson Wealth Management **JEML PROPERTIES LLC POSITION: Co-Partner NATURE: Residential Rental Property Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2017 ADDRESS: 11714 N 175th Cir, Bennington NE 68007 DESCRIPTION: Involvement as needed with rental property management company to approve tenant applications and approve related expenses to maintain rental properties. **KERINS HENDRICKSON WEALTH MANAGEMENT POSITION: IAR /Client Relations/Operations NATURE: Kerins Hendrickson Wealth Management (LLC) is the DBA for our wealth management practice. I am an investment advisor representative and independent contractor working with Osaic Wealth Advisors, our selected RIA. I've been an Investment Advisory/IAR as of April 2015 (We were IAR's under Arbor Point who then merged to become Osiac ) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 10/04/2021 ADDRESS: 14301 FNB Parkway, Suite 201, Omaha NE 68154, United States DESCRIPTION: Responsible for overall operations of Investment Advisory practice, providing advisor and client service and support, including managing staff and operations of Kerins Hendrickson Wealth Management. **NOTARY POSITION: NOTARY NATURE: PROVIDE NOTARY SERVICES TO CLIENTS OF KERINS HENDRICKSON WEALTH MANAGEMENT - SOLEY TO NOTARIZE DOCUMENTS FOR CUSTODIAL AND HOME OFFICE PAPERWORK. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 14301 FNB PKWY, SUITE 201, OMAHA NE 68154, United States DESCRIPTION: PROVIDE NOTARY SERVICES TO CLIENTS FOR CUSTODIAL AND HOME OFFICE PAPERWORK

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-04
• S63 Uniform Securities Agent State Law Examination
  1998-11-27

Other Names

• Debie Schab
• Debie Koch