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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Ralston | NE | 05/2016 | 12/2016 |
| Us Bank | Omaha | NE | 12/2016 | 07/2018 |
| Us Bank | Norfolk | NE | 07/2018 | 03/2020 |
| Lpl Financial, Llc | Neligh | NE | 03/2020 | 03/2026 |
| Furstenau Financial | Neligh | NE | 03/2026 | Present |
| Cwm, Llc | Omaha | NE | 03/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 09/01/2022 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-14 |
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