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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-03-10 |
| NE | RA | APPROVED | 2018-01-03 |
Branch Locations
5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frankel Zacharia Llc | Omaha | NE | 09/2009 | Present |
| Proequities, Inc | Omaha | NE | 04/2012 | 10/2017 |
| Honkamp Krueger Financial Services | Dubuque | IA | 10/2012 | 10/2017 |
| Mariner Wealth Advisors-Ic, Llc | Overland Park | KS | 12/2017 | Present |
OMC REALTY INC. POSITION: OFFICER NATURE: OWN COMMERCIAL BUILDING INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2004 ADDRESS: 17058 SEWARD ST, OMAHA NE 68118 DESCRIPTION: OWN A COMMERCIAL BUILDING RENTED TO TENANTS.Ã, PASSIVE INVESTMENT INTEREST IN FAMILY OWNED BUSINESS. FRANKEL ZACHARIA LLC POSITION: PARTNER NATURE: CPA FIRM INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 8 START DATE: 09/28/2009 ADDRESS: 11404 W DODGE RD, SUITE 700, OMAHA NE 68154 DESCRIPTION: PARTNER DUTIES ASSOCIATED WITH ACCOUNTING AND AUDIT SERVICES PROVIDED BY CPA FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-17 |
| S66 | Uniform Combined State Law Examination | 2012-09-10 |
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