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Scott Robert Leise

Sanders Retirement Planning LLC

Omaha, NE

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Current Employers
Sanders Retirement Planning Llc

2111 South 67Th Street Ste 300, Omaha, NE 68106 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-04
CA RA APPROVED 2025-01-02
NE RA APPROVED 2024-12-04
IA RA APPROVED 2024-12-03
  • TX RA
    APPROVED_RES
    Since 2025-08-04
  • CA RA
    APPROVED
    Since 2025-01-02
  • NE RA
    APPROVED
    Since 2024-12-04
  • IA RA
    APPROVED
    Since 2024-12-03

Branch Locations

2111 South 67Th Street Ste 300, Omaha, NE 68106 • 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
Bucky's Convenience Stores Omaha NE 08/2014 06/2018
Wells Fargo Omaha NE 07/2018 02/2020
Callahan Financial Planning Company Omaha NE 02/2020 04/2021
Ts Bank D/B/A Callahan Financial Planning Council Bluffs IA 04/2021 08/2021
Sanders Retirement Planning Llc Omaha NE 10/2024 Present
Ts Bank D/B/A Callahan Financial Planning Council Bluffs NE 08/2021 01/2025
Sanders Retirement Planning Llc Omaha NE 11/2024 Present
  • 08/2014 → 06/2018
    Bucky's Convenience Stores
    Omaha, NE
  • 07/2018 → 02/2020
    Wells Fargo
    Omaha, NE
  • 02/2020 → 04/2021
    Callahan Financial Planning Company
    Omaha, NE
  • 04/2021 → 08/2021
    Ts Bank D/B/A Callahan Financial Planning
    Council Bluffs, IA
  • 10/2024 → Present
    Sanders Retirement Planning Llc
    Omaha, NE
  • 08/2021 → 01/2025
    Ts Bank D/B/A Callahan Financial Planning
    Council Bluffs, NE
  • 11/2024 → Present
    Sanders Retirement Planning Llc
    Omaha, NE
Previous Registrations
  • 2021-06-11 → 2025-02-01
    Callahan Financial Planning
    Omaha, NE
  • 2020-09-22 → 2021-06-09
    Callahan Financial Planning Company
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-22
  • S65 Uniform Investment Adviser Law Examination
    2020-09-22

View on SEC IAPD

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