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Regan Lee Else

Wealth Management

Norfolk, NE

Seward, NE

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Current Employers
Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2011-01-07
  • NE RA
    APPROVED
    Since 2011-01-07

Branch Locations

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

418 Seward St, Seward, NE 68434 • 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
Duane J Gabriel, Cpa, Pc Seward NE 11/2010 Present
Wealth Management, Llc Norfolk NE 12/2010 Present
  • 11/2010 → Present
    Duane J Gabriel, Cpa, Pc
    Seward, NE
  • 12/2010 → Present
    Wealth Management, Llc
    Norfolk, NE
Other Businesses

Gabriel Burger Else CPA PC- not investment related - 418 Seward St Seward, NE 68434 - accounting - Vice President - 10/2010 - Approx 180 hours monthly/Approx 160 hours monthly during securities trading hours - accounting. Else & Burger Properties, LLC - not investment related - LLC - 418 Seward St Seward NE 68434 - Real Estate - Member - 6/2013 - 1 hour monthly/0 hours during trading hours - bookkeeping Focus Properties, LLC - not investment related - LLC - 612 Seward St Seward NE 68434 - Real Estate - Member - 6/2013 - 1 hour monthly/0 hours during trading hours - passive member

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-30
  • S65 Uniform Investment Adviser Law Examination
    2010-12-30
Other Names
  • Regan Else

View on SEC IAPD

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