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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-01 |
Branch Locations
200 N. Burlington, Ste. 200, Hastings, NE 68901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hastings | NE | 07/2011 | 01/2017 |
| Onedigital Investment Advisors | Hastings | NE | 03/2014 | 01/2024 |
| Cwm, Llc | Omaha | NE | 11/2023 | Present |
| Oakeson Steiner Wealth & Retirement | Hastings | NE | 07/2011 | Present |
1. 8/28/2012: No Business Name - Not Investment Related - Other-Notary - Time Spent 1% - Notary Public - Notarize forms. 2. 10/2/2013: Troy's Lawn Service - Other-Bookkeeper for husband - Time Spent 1% - Conduct Bookkeeping duties for husband's lawn service company. Includes deposits and check writing on company checking account. Husband is sole proprietor. 3. 4/24/2014: Resources Investment Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 20% - IAR Services for a fee based on a percentage of asset values in each client's account. 4. 11/24/2014: Oakeson Steiner Wealth & Retirement - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/15 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 1/20/2016: Resources Investment Advisors - DBA: (HYBRID) Oakeson Steiner Wealth & Retirement - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/21/15 - 160 Hours Per Month/130 Hours During Securities Trading - IAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-21 |
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