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Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-03-07
  • NE RA
    APPROVED
    Since 2025-03-07

Branch Locations

Lincoln, NE • United States

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • 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
Mutual Of Omaha Omaha NE 06/2020 11/2023
Occasions By Cory Casper WY 05/2019 08/2019
Boys And Girls Club Casper WY 06/2017 08/2019
Central Wyoming College Riverton WY 08/2016 05/2018
Peru State College Peru NE 08/2018 05/2020
Mutual Of Omaha Investor Services Omaha NE 07/2020 11/2023
Prime Pensions Florham Park NJ 01/2024 07/2024
Unemployed Lincoln NE 07/2024 02/2025
Alera Investment Advisors, Llc Lincoln NE 02/2025 Present
Unemployed Lincoln NE 11/2023 01/2024
  • 06/2020 → 11/2023
    Mutual Of Omaha
    Omaha, NE
  • 05/2019 → 08/2019
    Occasions By Cory
    Casper, WY
  • 06/2017 → 08/2019
    Boys And Girls Club
    Casper, WY
  • 08/2016 → 05/2018
    Central Wyoming College
    Riverton, WY
  • 08/2018 → 05/2020
    Peru State College
    Peru, NE
  • 07/2020 → 11/2023
    Mutual Of Omaha Investor Services
    Omaha, NE
  • 01/2024 → 07/2024
    Prime Pensions
    Florham Park, NJ
  • 07/2024 → 02/2025
    Unemployed
    Lincoln, NE
  • 02/2025 → Present
    Lincoln, NE
  • 11/2023 → 01/2024
    Unemployed
    Lincoln, NE
Other Businesses

AOV LLC; Rental property; self-employed travel agent; start date August 2022. 1-2 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2020-10-22
  • S65 Uniform Investment Adviser Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2020-10-22

View on SEC IAPD

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