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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| IN | RA | APPROVED | 2026-01-09 |
| KS | RA | APPROVED | 2026-01-09 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
435 E. Line Street, Geneva, IN 46740 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Decatur | IN | 07/2013 | 01/2019 |
| Ssn Advisory, Inc | Decatur | IN | 07/2013 | 01/2019 |
| Lpl Financial Llc | Fort Wayne | IN | 01/2019 | 01/2026 |
| Old National Bank | Fort Wayne | IN | 01/2019 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
1.NAME OF OTHER BUSINESS: CWM, LLC DBA Carson PArtners CRD# 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 1/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS fixed insurance products; 3. NAME OF OTHER BUSINESS: Bixler Financial DBA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE:1/2026 POSITION/TITLE/RELATIONSHIP: DOING BUSINESS AS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I will be providing brokerage and advisory business to clients when needed;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-07 |
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