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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-09-08 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Financial Services, Inc. | Omaha | NE | 03/2003 | 07/2019 |
| Securian Financial Services Inc | St Paul | MN | 07/2019 | 08/2020 |
| Sequent Planning, Llc | Las Vegas | NV | 08/2020 | Present |
1) INSURANCE AGENT - 07/2004 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 10 HRS/MONTH SPENT ON THIS ACTIVITY, DURING TRADING HOURS. 4700 EL PRESIDENTE DR., LAS VEGAS, NV 89129.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-02 |
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