James Alan Hershberger

Employer firm

Round Table Investment Strategies, LLC CRD 139492

$88.7M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
RETIREMENT PLAN SERVICES AND NON-INVESTMENT ADVISORY-RELATED COACHING

From the firm’s Form ADV. Read the guides:

Current Employers

Round Table Investment Strategies, Llc

2935 Pine Lake Rd Suite F, Lincoln, NE 68516 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2015-11-13

NE RA
APPROVED

Since 2015-11-13

Branch Locations

2935 Pine Lake Rd. Ste F, Lincoln, NE 68512 • United States

2935 Pine Lake Rd Suite F, Lincoln, NE 68516 • 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

Organization	City	State	From	To
Round Table Investment Strategies, Llc	Lincoln	NE	11/2015	Present

11/2015 → Present

Round Table Investment Strategies, Llc

Lincoln, NE

Previous Registrations

2015-03-23 → 2015-08-19

Ubs Financial Services Inc.

Lincoln, NE

Other Businesses

MJH CPA LLC/PRIVATE RESIDENCE/ACCOUNTING FIRM/OWNER/START DATE 09/01/2015/NON-INVESTMENT RELATED/140 BUSINESS HOURS/MONTH, 140 DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-03-23

S66 Uniform Combined State Law Examination

2015-03-23

View on SEC IAPD