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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Services | Lincoln | NE | 01/2008 | Present |
| Minnesota Life Insurance Company | St. Paul | MN | 01/2008 | 08/2023 |
| Securian Financial Services, Inc. | St. Paul | MN | 01/2008 | 08/2023 |
| Conover & Knake Llc | Norfolk | NE | 03/2018 | Present |
| Cetera Wealth Services, Llc | Norfolk | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Coco Bongo Llc | Lees Summit | MO | 02/2023 | Present |
| Kc Slides Llc | Norfolk | NE | 01/2026 | Present |
| Kc Slides Re Llc Dba Slick City | Lees Summit | MO | 01/2026 | Present |
| Conover Investments Llc | Norfolk | NE | 11/2025 | Present |
1. WHITE WATER WASH POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: , Norfolk NE , United States DESCRIPTION: Owner 2. CONOVER PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2014 ADDRESS: 2501 Timber Meadows Ln, Norfolk NE 68701, United States DESCRIPTION: Property Addresses: 120 S. 3rd St, Norfolk, NE 68701320 S Main, Madison, Ne 68748223 S. Main, Madison, Ne 68748201 S. Main, Madison, NE 68748115 (not 113) E. 2nd St, Tilden, NE 68781 110 E. 2nd St, Tilden, NE 68781 3. TUNNEL CAR WASHES POSITION: Member NATURE: Car Washes INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2020 ADDRESS: 2501 Timber Meadows Lane, Norfolk NE 68701, United States DESCRIPTION: There are 4 members to this LLC. My role will be primarily finding land in various territories and helping as needed when working with the municipalities or areas as needed for development. 4. CONOVER & KNAKE LLC POSITION: Member NATURE: Financial Planning Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 03/15/2018 ADDRESS: 314 N. 5th Street, Norfolk NE 68701, United States DESCRIPTION: Casey and I purchased Heritage Financial Services January 1st of this year 5. OMAHA OFFICE PROPERTY POSITION: Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2021 ADDRESS: 314 N. 5th St. Ste 400, Norfolk NE 68701, United States DESCRIPTION: Business building for our Omaha location. 6. HFS INSURANCE GROUP LLC POSITION: Owner NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 314 N. 5th St. Ste 400, Norfolk NE 68701, United States DESCRIPTION: This is an entity we will use to share in the proceeds from Health Insurance. 7. NAME OF OTHER BUSINESS: COCO BONGO LLC; INVESTMENT RELATED: NO; ADDRESS: 2620 NE MCBAINE, LEES SUMMIT, MO 64002; NATURE OF BUSINESS: LLC; START: 9/2025; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; DUTIES: LLC FOR HOTEL/WEDDING VENUE & SLICK CITY ACTION AMUSEMENT PARKS; 8. NAME OF OTHER BUSINESS: HERITAGE FINANCIAL SERVICES DBA HFS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START: 01/2020; TITLE: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 9. NAME OF OTHER BUSINESS: CONOVER INVESTMENTS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START: 01/2026; TITLE: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: DBA TO COLLECT FEES AND COMPENSATION; 10. NAME OF OTHER BUSINESS: KC SLIDES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCTION; NATURE OF BUSINESS: SLIDE ENTERTAINMENT PARKS; START: 01/2026; TITLE: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; DUTIES: DEVELOPMENT AND INITIAL HIRING/TRAINING OF THE EMPLOYEES AND MANAGER; 11. NAME OF OTHER BUSINESS: KC SLIDES RE LLC DBA SLICK CITY; INVESTMENT RELATED: NO; ADDRESS: LEES SUMMIT, MO 64063; NATURE OF BUSINESS: REAL ESTATE TO BE LEASED; START: 01/2026; TITLE: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; DUTIES: ASSIST IN DEVELOPMENT; 12. NAME OF OTHER BUSINESS: CONOVER INVESTMENTS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START: 11/2025; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-31 |
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