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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • NE RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

11422 Miracle Hills Drive Suite 100, Omaha, NE 68154 • 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
American Funds Distributors, Inc. Indianapolis IN 05/2002 Present
Avantax Insurance Agency, Llc Omaha NE 05/2011 09/2025
Insurance Management Consultants Leawood KS 12/2015 Present
Tax Help Llc Omaha NE 05/2005 Present
Avantax Investment Services, Inc. Omaha NE 11/2010 09/2025
Avantax Advisory Services Omaha NE 09/2016 09/2025
Cetera Wealth Services, Llc Omaha NE 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2002 → Present
    American Funds Distributors, Inc.
    Indianapolis, IN
  • 05/2011 → 09/2025
    Avantax Insurance Agency, Llc
    Omaha, NE
  • 12/2015 → Present
    Insurance Management Consultants
    Leawood, KS
  • 05/2005 → Present
    Tax Help Llc
    Omaha, NE
  • 11/2010 → 09/2025
    Avantax Investment Services, Inc.
    Omaha, NE
  • 09/2016 → 09/2025
    Avantax Advisory Services
    Omaha, NE
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Omaha, NE
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-09-22 → 2025-09-05
    Avantax Advisory Services
    Omaha, NE
    Omaha, NE
Other Businesses

1) HD Vest Insurance Agency Incorporated~'NIR'~6333 North State Hwy 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Equity Indexed Annuity~12/21/2015~8hrs~8hrs~Sales of Equity Indexed Annuities 2) O'Malley Financial Services~'NIR'~254 N. 114th St~Omaha~NE~68154~Other~Owner/Sole Proprietor~6/1/2000~120hrs~120hrs~Operational/Marketing Name Only 3) Tax Help LLC~'NIR'~254 N. 114th St~Omaha~NE~68154~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/2005~80hrs~80hrs~Tax Preparation and Planning 4) GENSTAR OFFERING POSITION: investor NATURE: investment INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 655 W Broadway, 11th Floor, San Diego CA 92101, United States DESCRIPTION: none

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-20
S63 Uniform Securities Agent State Law Examination 1999-06-28
  • S65 Uniform Investment Adviser Law Examination
    2016-09-20
  • S63 Uniform Securities Agent State Law Examination
    1999-06-28
Other Names
  • Bridget Jane Omalley

View on SEC IAPD

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