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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 04/2017 | 08/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 04/2017 | 08/2023 |
| Renaissance Financial | St. Paul | NE | 04/2017 | 08/2023 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2016 | 05/2017 |
| Cetera Advisor Networks Llc | Omaha | NE | 08/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 02/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 03/2024 | Present |
| Securities America, Inc. | Omaha | NE | 04/2024 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. WEALTHPLAN PARTNERS POSITION: Junior Advisor to Dan Feltz NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/27/2024 ADDRESS: 101 S 108th Ave, Omaha NE 68154 DESCRIPTION: Independent Investment Advisor 2. BAJ LLC POSITION: Financing NATURE: Real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2022 ADDRESS: 1523 Nicollet Street, Sioux City IA 51106 DESCRIPTION: Financial Partner. 3. LIFE INSURANCE POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 101 South 108th Avenue, Second Floor, Omaha NE 68154, United States DESCRIPTION: Sell Life Insurance to individuals, families, and businesses if applicable.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-02 |
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