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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-05-29 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
300 W. Douglas Ave. Suite 150, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Omaha | NE | 01/2016 | 12/2017 |
| Mutual Of Omaha Insurance | Omaha | NE | 12/2015 | 12/2017 |
| Futurity First Insurance Group | Wichita | KS | 02/2018 | Present |
| Sequent Planning, Llc | Wichita | KS | 05/2025 | Present |
1) Insurance Agent - Start Date: 12/2015 - Investment Related - Insurance lines of business: Health, Life- Hours/per week during trading hours: 40. Duties included offering insurance products and services to clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-12 |
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