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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-21 |
| WI | RA | APPROVED | 2012-08-02 |
Branch Locations
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
10417 Excelsior Blvd. Suite 1, Hopkins, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Co | Bloomington | MN | 06/2006 | Present |
INSURANCE AGENT; START DATE: 2006; NON-INVESTMENT RELATED; INSURANCE LINES: LIFE, HEALTH, AND ANNUITY; Approximately 40 hours per week. 40% owner of Clarity Financial LLC; START DATE: 1/1/2019 Co-Owner/Landlord; Office Building; Address: 10417 Excelsior Blvd, Hopkins, MN 55343; Start Date: 05/23/2022; Approximately 35% of office building rented to tenants; Approximate monthly income: $5,000; Income flows to Clarity Financial LLC; I receive no financial compensation from rental activities; Approximately 5 hours per week/month devoted to this activity. Co-Owner of Clarity Real Estate LLC. Periodic incidental income to maintain property. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services. Rental property. Aug 2025 purchase. 7145 Nicollet Ave, Richfield, MN 55423. 5 Hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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