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1055 N 115 St, Ste 204, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED_RES | 2024-12-19 |
| NE | RA | APPROVED | 2023-05-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Managament, Llc | Cincinnati | OH | 07/2016 | 05/2023 |
| Well Advised, Llc | Omaha | NE | 05/2023 | Present |
| Well Advised, Llc | Omaha | NE | 11/2022 | Present |
| Omaha Advisors, Inc. | Omaha | NE | 01/2005 | Present |
The Name of the other business: Omaha Advisors, Inc Investment Related?: Yes Address of other business: Omaha, NE Nature of other business: Nebraska Registered Investment Advisor/ Fixed Insurance Sales Your position: President/Insurance agent Start Date:01/2005 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 8 Briefly describe your duties: Fixed Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
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