David Judd Florell

Current Employers

Employment History

• 01/1989 → Present
  Florell And Barnhard, P.C.
  Lincoln, NE
• 09/2006 → 01/2024
  Woodbury Financial Services
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2007-01-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lincoln, NE
  Lincoln, NE
  Lincoln, NE

Other Businesses

1) DAVID J FLORELL CFP, 5831 SOUTH 58TH SUITE D, LINCOLN NE 68516; NONINV RELATED; SELL AND SERVICE TRADITIONAL INS PRODUCTS; INS AGENT; STARTED 01/01/2008; 2 HRS/MTH WITH 2 DURING TRADING HRS SALE AND SERVICE TRADITIONAL INSURANCE PRODUCTS. 2) FLORELL AND BARNHARD PC, 5831 SOUTH 58TH SUITE D, LINCOLN NE 68516; CPA FIRM; NONINV RELATED; SHAREHOLDER; STARTED 01/01/1989; 120 HRS/MTH WITH 75 DURING TRADING HRS; PREPARE TAX FORMS AND PREPARE FINANCIAL STATEMENTS. 3) BURKHART FLORELL FARMS POSITION: Partner NATURE: Partnership - Family Farming Operation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 5831 South 58th, Ste D, Lincoln NE 68516, United States DESCRIPTION: Prepare Tax Return, Pay Bills 4) BARNHARD AND FLORELL LLC POSITION: General Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2005 ADDRESS: 5831 South 58th, Suite D, Lincoln NE 68516, United States DESCRIPTION: Attend annual meeting / review tax return 5) F&N SHIPPING,INC, 531 HAZELWOOD DR, LINCOLN NE; NONINV RELATED; OPERATE A UNISHIPPERS FRANCHISE; PRESIDENT; STARTED 11/01/1995; 1 HR/MTH WITH 0 DURING TRADING HRS; FILE ANNUAL TAX RETURN, RECONCILE BANK ACCOUNT, DISBURSE FUNDS TO SHAREHOLDERS. 6. FINANCIAL PARTNERS POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: YES NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 4 START DATE: 01/01/2015 ADDRESS: 5831 SOUTH 58TH, SUITE D, LINCOLN NE 68516 DESCRIPTION: SELL AND SERVICE TRADITIONAL INSURANCE PRODUCTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-09-05

Designations