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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kak Investments | Lincoln | NE | 01/2018 | Present |
| Juice Stop | Lincoln | NE | 05/2014 | 12/2017 |
| Securities America, Inc. | Lincoln | NE | 08/2018 | 06/2023 |
| Wealthplan Partners, Inc | Lincoln | NE | 06/2019 | 06/2023 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | 06/2023 |
| Next Financial Group Inc. | Houston | TX | 06/2023 | 07/2025 |
| Bkt Management | Lincoln | NE | 01/2016 | 01/2018 |
| Lpl Financial Llc | Lincoln | NE | 07/2025 | Present |
1- 07/2025 - Kechely Farms LLC - Farm - Owner/Manager - Not Investment Related - Lincoln, NE - Start Date 11/11/2020 - 20 hours per month/ 2 hours during trading 2- 07/2025 - KAK Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 11/11/2020 - 1 hour per month/ 0 hours during trading 3- 07/2025 - KAK Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/11/2020 - 20 hours per month/ 5 hours during trading 4- 07/2025 - KAK Investments Inc - Business Owner - Owner/President/Investment Advisor Representative - Investment Related - At Reported Business Location(s) - Start Date 11/11/2020 - 150 hours per month/ 130 hours during trading 5- 07/2025 - Kechely Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 0 hours per month/ 0 hours during trading 6- 05/12/2026 - KAK Benefits Group - Business Entity For Tax/Investment Purposes Only - Investment Related - Lincoln, NE - Start Date 03/01/2026 - 2 hours per month/ 0 hours during trading 7- 07/13/2026 - First Concord Benefits Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-29 |
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