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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Rts Financial | Overland Park | KS | 01/2016 | 05/2018 |
| Castle Wealth Management | West Palm Beach | FL | 05/2018 | 12/2021 |
| Dakota Wealth Management | Palm Beach Gardens | FL | 01/2022 | 07/2023 |
| New York Life Insurance Company | Saint Joseph | MO | 08/2023 | 08/2025 |
| Nylife Securities Llc | Saint Joseph | MO | 09/2023 | 08/2025 |
| Tewell & Associates Financial Services | Saint Joseph | MO | 11/2023 | 08/2025 |
| Eagle Strategies Llc | Saint Joseph | MO | 12/2023 | 08/2025 |
| Self-Employed | Spickard | MO | 02/2021 | Present |
| Cwm, Llc | Omaha | NE | 03/2026 | Present |
| Gertsema Wealth | Saint Joseph | MO | 03/2026 | Present |
[Farm Property; Leasing owned farmland to the the USDA as part of the Conservation Reserve Program (CRP).; 208 NE County Line Road, Saint Jospeh, MO, 64505; start 02/2021; rental income; 5 hours per month ,0 hours during securities trading hours; real estate related]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-21 |
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