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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-15 |
| NE | RA | APPROVED | 2011-08-02 |
Branch Locations
3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States
212 Percilla Road, Grapeland, TX 75844 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olsen, Goeken & Associates, Llc | Norfolk | NE | 06/2008 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2011 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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