Scott Robert Leise

$62.3M regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
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

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-09-22

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