Nickolaus Lee Shannon

Current Employers

Employment History

• 06/2014 → 11/2017
  Edward Jones
  St Louis, MO
• 11/2017 → 05/2022
  Pruco Securities, Llc.
  Omaha, NE
• 05/2022 → 12/2022
  Insource Financial Advisors
  Omaha, NE
• 06/2022 → 12/2022
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2022 → 12/2022
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 05/2022 → 12/2022
  Ameritas Insurance Company
  Lincoln, NE
• 03/2023 → 01/2024
  Woodbury Financial Services Inc
  Elkhorn, NE
• 01/2024 → 05/2024
  Osaic Wealth, Inc.
  Omaha, NE
• 06/2024 → Present
  Bridges Investment Management, Inc.
  Omaha, NE

Previous Registrations

• 2024-01-19 → 2024-06-04
  Osaic Wealth, Inc.
  Omaha, NE
• 2023-03-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Omaha, NE
  Elkhorn, NE
• 2022-06-17 → 2022-12-31
  Ameritas Advisory Services, Llc
  Omaha, NE
• 2017-12-06 → 2022-06-03
  Pruco Securities, Llc.
  Omaha, NE
  Mercer Island, WA
• 2014-06-20 → 2017-11-01
  Edward Jones
  Omaha, NE
• 2014-03-05 → 2014-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 2013-08-16 → 2014-02-03
  Lpl Financial Llc
  Gilbert, AZ

Other Businesses

(1) Bridges Trust Company, Investment related, 13333 California Street Suite 500, Trust Company, Officer, 6/2024, 20 hours/month during trading hours, Relationship management; 2) Ronald McDonald House Charities Omaha, Non-investment related non-profit charitable organization, 620 S 38th Ave Omaha NE 68105, Member of Finance and Investment Committees, 1/2/2023, 1 hour/month during trading hours, Duties include finance and investment committee participation; (3) Salvation Army, Non-investment related non-profit charitable organization, 10755 Burt St Omaha NE 68114, Echelon Board Member, 7/2019, 1 hour/month during trading hours, Duties include giving strategic insight, volunteering, and organizing volunteer opportunities in partnership with the Salvation Army; (4) Metropolitan Community College Foundation, Non-investment related philanthropic foundation, 5300 N 30th St Omaha NE 68111, Board Director, 1/2024, 4 hours/month during trading hours, Duties include Board of Directors and investment committee participation. (5) Teammates Mentoring Program of Elkhorn, Non-investment related, 20650 Glenn St Elkhorn NE 68022, Youth mentoring, Board Member and chair of the mentor recruitment committee, 3 hours/month during trading hours, Duties include raising community awareness to further the Teammates mission and mentoring youth 30 minutes per week during the school year.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-15

Designations

Other Names

• Nick Lee Shannon
• Nicholaus Shannon
• Nick Shannon
• Nickolaus Lee Shannon
• Nickolaus L Shannon