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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2015-01-28 |
Branch Locations
3123 W Stolley Park Road Suite A, Grand Island, NE 68801 • United States
125 South 4Th Street, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Almquist Maltzahn Galloway & Luth | Grand Island | NE | 01/2010 | Present |
| Wealth Management, Llc | Norfolk | NE | 01/2015 | Present |
1203 LLC & 1219 LLC - not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Rental Real Estate - Member - Approx. 1 hour per month/ Approx. 1 hour per month during securities trading hours - passive member. Almquist, Maltzahn, Galloway & Luth PC - Not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Accounting Firm - shareholder - Approx. 200 hours monthly/ Approx. 170 hours monthly during securities trading hours - CPA work. 4 O Land, LLC - not for profit - land holding - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - LLC Member - 2/2019 - approx 2 hours monthly and during security trading hours - maintain accounting records for farm real estate Stuhr Museum of the Prairie Pioneer- not for profit - 3133 W Hwy 34 Grand Island - LLC - board member - 7/2023 - approx 2 hours monthly and during security trading hours. Greater Grand Island Community Foundation- not for profit - 1503 W 2nd St Grand Island - LLC - Treasurer - 7/2023 - approx 2 hours monthly and during security trading hours. Grand Island Economic Developement Corp- not for profit - 123 N Locust St #201 Grand Island - LLC - Board Member - 7/2023 - approx 2 hours monthly and during security trading hours. 3123 LLC - not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Rental Real Estate - Member - Approx. 1 hour per month/ Approx. 1 hour per month during securities trading hours - passive member.
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