Richard Wayne Warner

Current Employers

Employment History

• 01/2017 → 12/2017
  Change Path
  Leawood, KS
• 09/2008 → 12/2018
  Onnen Company
  Des Moines, IA
• 01/2018 → 12/2018
  Sequent Planning, Llc
  Auburn, NE
• 12/2017 → 12/2018
  Senior Market Sales
  Auburn, NE
• 01/2017 → 12/2017
  Creative One
  Leawood, KS
• 09/2012 → 01/2021
  American Senior Benefits
  Auburn, NE
• 01/2019 → 03/2022
  Virtue Wealth Counsel, Llc
  Omaha, NE
• 04/2022 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2019-01-03 → 2022-03-31
  Virtue Wealth Counsel, Llc
  Auburn, NE
  Auburn, NE
• 2018-01-09 → 2018-12-31
  Sequent Planning, Llc
  Auburn, NE
  Omaha, NE
• 2017-01-27 → 2018-01-09
  Creativeone Wealth, Llc
  Auburn, NE
  Overland Park, KS

Other Businesses

1) Richard Warner is an insurance agent with TyPuk Corporation under the d/b/a of Warner Financial. The business as an insurance agent is not investment related. The business address is 1919 J Street, Auburn, NE, 68305. Mr. Warner has been an agent since 9/1/2012, paid from commissions, and advises clients of life, long term care, fixed, medicare supplement, and fixed and fixed indexed annuity insurance products. Mr. Warner spends about 50% of his time on this activity. 2) Richard Warner; Non Investment Related; Auburn, NE; High School and Legion Baseball coach; Head Baseball Coach; 5/2/2024; 100hrsMo; 0hrs/Mo during Securities Trading Hours. Coaching baseball games and practices March through July. 3) Association of Financial Consultants; Not Investment Related; Nebraska; Educating individuals and families on different retirement topics, such as Social Security and Medicare; Educator; 1/31/2025; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Teaching classes to the general public on retirement topics. 4) Scope Institute; Not Investment Related; Auburn, NE; Education of Business owners on the topic of Business Exit Planning; Director of Education for Nebraska; 4/15/2026; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours; I will host 2 live workshops and 3 to 4 virtual workshops each year to business owners seeking information about Business Exit Planning. 5) Deferred Sales Trust: Not Investment Related; 1919 J St, Auburn NE 68305; Helping people who have large capitol gains through the sale of a business, land, or other properties reduce or limit that tax as much as possible; Refer them prospective clients; 7/6/2026; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours; I will refer prospective business owner to the team.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-22
• S63 Uniform Securities Agent State Law Examination
  2007-04-16

Other Names

• Dick Wayne Warner
• Rick Wayne Warner
• Richard Wayne Warner
• Richard Wayne Warner
• Richard Wayne Warner Jr