Trevor Jordan Otto

Current Employers

Employment History

• 04/2015 → Present
  Unemployed
  Lincoln, NE
• 11/2015 → 01/2024
  Woodbury Financial Services Inc
  Lincoln, NE
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2024-01-12 → 2024-01-19
  Woodbury Financial Services, Inc.
  Murray, NE
  Syracuse, NE
  Elmwood, NE
  Weeping Water, NE
  Murdock, NE
  Lincoln, NE
  Lincoln, NE

Other Businesses

1. OTTO FINANCIAL SERVICES INC POSITION: President/Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 5041 S 72 St, Lincoln NE 68516, United States DESCRIPTION: Book keeping, management. This entity is utilized to run commissions and pay income and expenses through. 2. POA FOR MY PARENTS POSITION: Power of Attorney NATURE: Power of Attorney for Richard and Teresa Otto. Manager for their LLC... Otto Real Estate LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 9120 Triana CT, LINCOLN NE 68520, United States DESCRIPTION: Act as Power of Attorney and complete any and all tasks needed for them for their taxes, income and other financial tasks. Watch bank statements and make sure bills are paid. Trade securities or raise money if asked for by my parents and take care of any long term care needs or contracts. 3. ESCAPE VELOCITY FINANCIAL PLANNING POSITION: Corporate IAR NATURE: This will be the DBA for my business instead of DBA for Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 168 START DATE: 03/26/2024 ADDRESS: 5550 S 59 Street, Suite 23, Lincoln, Nebraska NE 68516, United States DESCRIPTION: Current duties as a Corporate IAR for Osaic Wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-16
• S63 Uniform Securities Agent State Law Examination
  2016-02-18