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1828 N Webb Road Ste. 2, Grand Island, NE 68803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-15 |
Branch Locations
1828 N Webb Road Ste. 2, Grand Island, NE 68803 • United States
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-04 |
| OK | RA | APPROVED | 2026-02-04 |
Branch Locations
214 N. Locust St. Ste 8, Grand Island, NE 68801 • United States
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Grand Island | NE | 02/2011 | 03/2020 |
| Farmers Financial Solutions, Llc | Grand Island | NE | 03/2012 | 03/2020 |
| Fit Cfo, Llc | Grand Island | NE | 08/2022 | 12/2023 |
| Fit Wealth Advisors | Grand Island | NE | 08/2022 | 12/2024 |
| State Farm Vp Management Corp. | Grand Island | NE | 01/2025 | 02/2025 |
| State Farm Investment Management Corp | Grand Island | NE | 02/2025 | 02/2025 |
| Plan Group Financial, Inc. Doing Business As Fit Wealth Advisors | Oklahoma City | OK | 02/2025 | Present |
| Fit Wealth Advisors, Llc | Grand Island | NE | 06/2026 | Present |
| Fit Wealth Insurance, Llc | Grand Island | NE | 04/2026 | Present |
| Envision Nutrition | Grand Island | NE | 03/2020 | 08/2023 |
**Fit Wealth Insurance, LLC; Nature: Insurancesales; Investment related: yes Hours: 1 Securities trading hours: 1 start: 4/2026; Address: 1828 N Webb Road, Ste. 2 Grand Island, NE 68803
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-12 |
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