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Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-01-07
  • NE RA
    APPROVED
    Since 2026-01-07

Branch Locations

Gretna, NE • United States

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • 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
Larson Financial Group, Llc St. Louis MO 04/2012 12/2017
Larson Financial Securities, Llc St. Louis MO 04/2012 12/2017
Vestia Advisors, Llc Fort Wayne IN 01/2018 Present
  • 04/2012 → 12/2017
    St. Louis, MO
  • 04/2012 → 12/2017
    Larson Financial Securities, Llc
    St. Louis, MO
  • 01/2018 → Present
    Vestia Advisors, Llc
    Fort Wayne, IN
Previous Registrations
Other Businesses

1.VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 01/2024; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2.VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANTS"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; OWNER; 01/2024; 120 HOURS PER MONTH, 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 3.VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 1/2024; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4.VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 5.VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS. 6.PERIDOT REVER HOLDINGS, LLC, INVESTMENT RELATED; 19022 HACKBERRY DRIVE, GRETNA, NE 68023; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS (NOT UTILIZED FOR ANY CLIENT PURPOSES); MANAGING MEMBER; 1.2024; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 7.VINO MAS; NOT INVESTMENET RELATED; 14450 EAGLE RUN DR, UNIT 220, OMAHA NE 68116; WINE RETAIL AND BAR; SALES/CASHIER; NOV 1 2017; 10 HOURS PER MONTH, 0 DURING TRADING HOURS; RING OUT PURCHASES AND POUR WINE. 8.HANGOVER DOCTOR, LLC; NOT INVESTMENT RELATED; OMAHA, NE 68127; NUTRITION AND SUPPLEMENTS; CO-OWNER; 10/1/24; 10-20 HOURS PER MONTH, 0 DURING TRADING HOURS;CONSULT ON BUSINESS DECISIONS FOR THE BRAND - A HANGOVER REMEDY POWDER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-27
  • S66 Uniform Combined State Law Examination
    2014-01-27
Designations
Other Names
  • Jacquelyn Diane Albertson
  • Jacque Denson

View on SEC IAPD

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