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Inactive

Treshon Anthony Ingram

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-01-16
  • NE RA
    APPROVED
    Since 2026-01-16

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • 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
Liberty Wealth Management, Llc Oakland CA 06/2020 12/2025
Advisors Excel Topeka KS 10/2016 03/2020
Kta Topeka KS 11/2014 06/2017
Student Topeka KS 01/2010 05/2017
Lifetime Planning Marketing, Inc. Oakland CA 08/2020 12/2025
Retire Smart Omaha NE 01/2026 Present
Smart Wealth Omaha NE 01/2026 Present
  • 06/2020 → 12/2025
    Liberty Wealth Management, Llc
    Oakland, CA
  • 10/2016 → 03/2020
    Advisors Excel
    Topeka, KS
  • 11/2014 → 06/2017
    Kta
    Topeka, KS
  • 01/2010 → 05/2017
    Student
    Topeka, KS
  • 08/2020 → 12/2025
    Lifetime Planning Marketing, Inc.
    Oakland, CA
  • 01/2026 → Present
    Retire Smart
    Omaha, NE
  • 01/2026 → Present
    Smart Wealth
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-07
  • S65 Uniform Investment Adviser Law Examination
    2020-01-07
Other Names
  • Tre Ingram
  • Treshon Ingram

View on SEC IAPD

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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

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