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Jeffrey David Kusek

LPl Financial LLC

Lincoln, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • NE RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

8025 Eiger Dr Ste 100, Lincoln, NE 68516 • 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
Waddell & Reed Inc Lincoln NE 10/2002 07/2021
Various Insurance Carriers For W&R Insurance Agencies Lincoln NE 01/2003 07/2021
Loren Kampschnieder Lincoln NE 01/2007 07/2021
Michael Haman Lincoln NE 01/2014 07/2021
Adam Mach Lincoln NE 02/2011 07/2021
37 Wealth Lincoln NE 01/2019 07/2021
John Oestreich Lincoln NE 12/2020 07/2021
Lpl Financial Llc Lincoln NE 07/2021 Present
  • 10/2002 → 07/2021
    Waddell & Reed Inc
    Lincoln, NE
  • 01/2003 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lincoln, NE
  • 01/2007 → 07/2021
    Loren Kampschnieder
    Lincoln, NE
  • 01/2014 → 07/2021
    Michael Haman
    Lincoln, NE
  • 02/2011 → 07/2021
    Adam Mach
    Lincoln, NE
  • 01/2019 → 07/2021
    37 Wealth
    Lincoln, NE
  • 12/2020 → 07/2021
    John Oestreich
    Lincoln, NE
  • 07/2021 → Present
    Lpl Financial Llc
    Lincoln, NE
Previous Registrations
  • 2003-02-18 → 2021-07-21
    Waddell & Reed
    Lincoln , NE
    Lincoln, NE
    Savage, MN
Other Businesses

1) 11/2018 - DBA for LPL Business (entity for LPL business) / 37 Wealth, Inc. / Investment Related / Lincoln, NE 68516

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-02-10
S65 Uniform Investment Adviser Law Examination 2003-01-28
  • S63 Uniform Securities Agent State Law Examination
    2003-02-10
  • S65 Uniform Investment Adviser Law Examination
    2003-01-28
Other Names
  • Jeffrey David Kusek
  • Jeffrey Kusek
  • Jeff Kusek

View on SEC IAPD

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Other Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

Other Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE

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