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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-10-15
NE RA APPROVED 2011-08-02
  • TX RA
    APPROVED
    Since 2014-10-15
  • NE RA
    APPROVED
    Since 2011-08-02

Branch Locations

3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States

212 Percilla Road, Grapeland, TX 75844 • 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
Olsen, Goeken & Associates, Llc Norfolk NE 06/2008 Present
Commonwealth Financial Network Waltham MA 08/2011 Present
Previous Registrations
  • 2008-09-05 → 2011-08-01
    Securities America Advisors, Inc.
    Norfolk, NE
Other Businesses

1. Fixed insurance sales under name CalmWater Financial Group, 33% of time spent during business hours; conducted at branch, investment related. 2. CalmWater Financial Network, LLC, Member and 15% Owner of a private entity created as operating company for corporate education, securities, and financial planning business, 25% of time spent during business hours; conducted at branch, investment related. 3. Co-owner, CalmWater Financial Group LLC, a private entity created as operating company for securities and investment advisory business; as of 11/03/2011; 1% of time spent during business hours; Conducted at branch, Investment related 4. CalmWater Holding Company, LLC, Vice President and 20% Owner, of real estate holding company for constructing new branch office building, 1% of time spent during business hours; conducted at branch, investment related. 5. Co-owner, Mach 1 Ranch, LLC; Located in Norfolk, NE; as of 10/16/2020; 0% of time spent during business hours; Not Conducted at branch location; Investment related. 6. Owner & President, JHR Financial Inc.; a private entity established to facilitate advisory business; as of 6/1/2021; 10% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner of rental property used as farmland, located in Madison County, NE, as of 5/08/2025; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-11
  • S66 Uniform Combined State Law Examination
    2008-07-11
Designations

View on SEC IAPD

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