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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| MO | RA | APPROVED | 2022-08-01 |
| TX | RA | APPROVED_RES | 2022-03-25 |
| AZ | RA | APPROVED | 2018-07-11 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
2425 N Woodbine Road, Suite B & E, Saint Joseph, MO 64506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Phoenix | AZ | 02/2013 | 10/2017 |
| Usaa Financial Planning Services Insurance Agency | Phoenix | AZ | 10/2017 | 07/2018 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 10/2017 | 07/2018 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 07/2018 |
| Cwm, Llc | Omaha | NE | 07/2018 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2018 | 07/2022 |
| Meikle Financial Group | Phoenix | AZ | 06/2018 | 06/2022 |
| Gertsema Wealth | Saint Joseph | MO | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-23 |
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
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