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Joshua A Kegley

Wealth Management

Elkhorn, NE

Norfolk, NE

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Current Employers
Wealth Management

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2015-07-20
  • NE RA
    APPROVED
    Since 2015-07-20

Branch Locations

Elkhorn, NE • United States

125 South 4Th Street, Norfolk, NE 68701 • 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
Retirement Plan Consultants Norfolk NE 01/2015 Present
  • 01/2015 → Present
    Retirement Plan Consultants
    Norfolk, NE
Other Businesses

Retirement Plan Consultants, LLC - not investment related - 125 S. 4th St Norfolk, NE 68701 - 01/2015 - National Sales Director - Approx. 160 hours monthly/Approximately 160 hours during securities trading hours. WMH Rollover LLC - not investment related - 125 S. 4th St Norfolk, NE 68701 - member - Approx. 1 hours monthly/Approximately 1 hours during securities trading hours. Four Keys, LLC - not investment related - 703 S 200th St Elkhorn, NE - single member owner - Approx. 1 hours monthly/Approximately 1 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-16
  • S65 Uniform Investment Adviser Law Examination
    2015-07-16

View on SEC IAPD

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