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Current Employers
Wealth Management

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2007-11-02
  • NE RA
    APPROVED
    Since 2007-11-02

Branch Locations

125 South 4Th Street, Norfolk, NE 68701 • United States

3123 W Stolley Park Road Suite A, Grand Island, NE 68801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Almquist, Maltzahn, Galloway, & Luth, Pc Grand Island NE 06/1990 Present
Wealth Management, Llc Norfolk NE 11/2007 Present
  • 06/1990 → Present
    Almquist, Maltzahn, Galloway, & Luth, Pc
    Grand Island, NE
  • 11/2007 → Present
    Wealth Management, Llc
    Norfolk, NE
Other Businesses

1203 LLC 1219 LLC-NOT INVESTMENT RELATED; 3123 W Stolley Park Road, Suite A Grand Island, NE 68801; RENTAL REAL ESTATE;PARTNER; START DATE 5/1995; HOURS PER MONTH 1; HOURS DURING SECURITIES TRADING HOURS 0; DUTIES INCLUDE OVERSEEING ACCOUNTING & PREPARING TAX RETURN. LUTH FARM PARTNERHSIP--NOT INVESTMENT RELATED; 4129 INDIANHEAD DRIVE GRAND ISLAND, NE 68803; RENTAL REAL ESTATE; PARTNER; START DATE 05/1995; HOURS PER MONTH 1; HOURS DURING SECURITIES TRADING HOURS 0; DUTIES INCLUDE HANDLE LEASES AND GRAIN MARKETING. Almquist, Maltzahn, Galloway & Luth PC - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - not investment related - Accounting Firm - Shareholder/Treasurer - 06/1990 - Approx. 250 hours monthly/Approx 170 Hours during securities trading hours - CPA services Halley Associates LP & Haley Communities - not investment related - 10703 J st Omaha, NE 68127 - Real Estate - Minority Partner - 0 hours monthly/ 0 hours during securities trading hours - no duties. Resort Lifestyle Communities - 8040 Elger Dr Lincoln, NE 68516 - Retirement living real estate - not investment related - minority partner - 0 hours monthly/0 hours during securities trading hours - no duties. Hastings College Board of Trustees - 710 N Turner Ave Hastings NE - volunteer member - not investment related - 5 hours monthly/5 hours during securities trading hours 3123 LLC - 3123 W Stolley Park Grand Island NE - member/treasurer - not investment related - 1 hour monthly/1 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-31
  • S65 Uniform Investment Adviser Law Examination
    2007-10-31
Other Names
  • Marcy Jean Bilslend

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