Best Investors Account Sign in
Inactive

Levi Adam Turner

Turner Financial

Omaha, NE

Claim This Profile
Current Employers
Turner Financial

11060 Oak St Suite 1, Omaha, NE 68144 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-23
NE RA APPROVED 2025-04-22
  • IA RA
    APPROVED
    Since 2025-04-23
  • NE RA
    APPROVED
    Since 2025-04-22

Branch Locations

11060 Oak St Suite 1, Omaha, NE 68144 • 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
OrganizationCityStateFromTo
Pacific Life Omaha NE 05/2016 12/2018
Lpl Financial Llc Blue Ash OH 02/2022 07/2023
Pacific Life Cincinnati OH 01/2019 01/2022
Cambridge Investment Research, Inc. Fairfield IA 07/2023 02/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2023 03/2025
Turner Financial Llc Omaha NE 03/2025 Present
  • 05/2016 → 12/2018
    Pacific Life
    Omaha, NE
  • 02/2022 → 07/2023
    Lpl Financial Llc
    Blue Ash, OH
  • 01/2019 → 01/2022
    Pacific Life
    Cincinnati, OH
  • 07/2023 → 02/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2023 → 03/2025
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 03/2025 → Present
    Turner Financial Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-18
S63 Uniform Securities Agent State Law Examination 2019-03-21
  • S65 Uniform Investment Adviser Law Examination
    2022-06-18
  • S63 Uniform Securities Agent State Law Examination
    2019-03-21
Other Names
  • Levi Turner
  • Levi A Turner

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor