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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-05
TX RA APPROVED 2025-07-30
  • NE RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-07-30

Branch Locations

Papillion, NE • United States

13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • 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
Morgan Stanley Smith Barney Llc Omaha NE 06/2021 09/2021
Elder Law Of Omaha Omaha NE 04/2019 08/2021
Nebraska Air National Guard Lincoln NE 07/2014 05/2023
Nebraska Air National Guard Lincoln NE 01/2018 10/2018
Fidelity National Title Group Omaha NE 08/2014 12/2017
Morgan Stanley Smith Barney Llc Omaha NE 09/2021 07/2025
Morgan Stanley Private Bank, N.A New York NY 11/2021 07/2025
Ameriprise Financial Services Llc Omaha NE 07/2025 Present
Creighton University Omaha NE 01/2024 Present
  • 06/2021 → 09/2021
    Morgan Stanley Smith Barney Llc
    Omaha, NE
  • 04/2019 → 08/2021
    Elder Law Of Omaha
    Omaha, NE
  • 07/2014 → 05/2023
    Nebraska Air National Guard
    Lincoln, NE
  • 01/2018 → 10/2018
    Nebraska Air National Guard
    Lincoln, NE
  • 08/2014 → 12/2017
    Fidelity National Title Group
    Omaha, NE
  • 09/2021 → 07/2025
    Morgan Stanley Smith Barney Llc
    Omaha, NE
  • 11/2021 → 07/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2025 → Present
    Omaha, NE
  • 01/2024 → Present
    Creighton University
    Omaha, NE
Previous Registrations
Other Businesses

Board of Directors; Papillion Community Board; board member; 109 N Washington St, , Papillion, NE, 68046; Not Investment-Related; 08/11/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Bell Elementary PTO; Co-President; 7909 Reed St, , Papillion, NE, 68046; Not Investment-Related; 08/10/2026; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Sarpy County Election Day Poll Worker; assigned as a clerk for the general election on November 3, 2026. the county pays minimum wage.; 1510 Papillion Dr, , Papillion, NE, 68046; Not Investment-Related; 11/03/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Softball Coach; Coaching my daughters 12U C ball softball team. No payment but we get a discount of $200 from fees (total fees are around $2300).; 10456 Chandler Rd, Ste 105, La Vista, NE, 68128; Not Investment-Related; 08/24/2026; 20 to 39 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-01
  • S66 Uniform Combined State Law Examination
    2021-09-01
Designations
Other Names
  • Valerie Nolan
  • Valerie Jeanelle Newman
  • Valerie J Newman

View on SEC IAPD

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