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1365 24Th Avenue, Suite 100, Columbus, NE 68601-1065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2016-10-19 |
Branch Locations
2204 14Th Street Po Box 1065, Columbus, NE 68601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Asset Management Llc | Columbus | NE | 09/2006 | Present |
| Schmeits, Mueller & Martinsen P.C. | Columbus | NE | 08/2015 | Present |
SCHMEITS, MUELLER & MARTINSEN P.C; NOT DIRECTLY INVESTMENT RELATED; 2204 14TH STREET, COLUMBUS, NE 68602-1065; CERTIFIED PUBLIC ACCOUNTING FIRM PROVIDING ACCOUNTING AND TAX RELATED CONSULTING AND PREPARATION; PRESIDENT, CPA,SHAREHOLDER; SPEND APPROXIMATELY 150 HOURS [APPROXIMATELY 140 DURING SECURITIES TRADING HOURS] PER MONTH MAY THROUGH DECEMBER AND APPROXIMATELY 215 HOURS [APPROXIMATELY 140 DURING SECURITIES TRADING HOURS] PER MONTH JANUARY THROUGH APRIL; DUTIES MAINLY CONSIST OF CONSULTING WITH TAX AND ACCOUNTING CLIENTS; TAX PLANNING AND PREPARATION OF INDIVIDUAL, CORPORATE, PARTNERSHIP, AND FIDUCIARY TAX RETURNS; ESTATE AND RETIREMENT PLANNING; AND PERFORMING THE ADMINISTRATIVE DUTIES OF OPERATING A CPA FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
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