Jamie Lynn Clemans

Employer firm

Wealth Management CRD 137080

$3.71B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Periodicals / newsletters
Educational seminars

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

Current Employers

Wealth Management

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2016-02-25

NE RA
APPROVED

Since 2016-02-25

Branch Locations

3123 W Stolley Park Road Suite A, Grand Island, NE 68801 • United States

125 South 4Th Street, Norfolk, NE 68701 • 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
Almquist Maltzahn Galloway Luth	Grand Island	NE	08/2008	Present

08/2008 → Present

Almquist Maltzahn Galloway Luth

Grand Island, NE

Other Businesses

Almquist, Maltzahn, Galloway & Luth, PC - Not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - CPA Firm - Manager - 8/2008 - Approx. 160 hours monthly/Approx. 160 hours monthly during securities trading hours - perform audits, write financial statements, prepare tax returns for individuals, businesses and nonprofit organizations, bookkeeping services.

Designations

Personal Financial Specialist

Other Names

Jamie Lynn Clausen

View on SEC IAPD

Employer firm

Current Employers

Wealth Management

Disclosures

Employment History

Other Businesses

Designations

Other Names

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