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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-12 |
| WI | RA | APPROVED | 2020-07-28 |
Branch Locations
100 Harborview Plaza Ste C-4, La Crosse, WI 54601 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Coca-Cola | La Crosse | WI | 08/2016 | 08/2017 |
| Great Lakes Coca-Cola | La Crosse | WI | 09/2017 | 01/2018 |
| Sports Hub Bar & Grill | La Crescent | WI | 09/2017 | 03/2026 |
| Mutual Of Omaha Investor Services | Omaha | WI | 08/2018 | Present |
| Mutual Of Omaha Insurance Company | La Crosse | WI | 08/2018 | Present |
Insurance Agent - Start Date: 08/2018 - Non-investment Related - Insurance lines of business: Life, Health, and Annuity - Hours/per week during trading hours: 40 DBA Name: 32Thirty Financial; Start Date: 01/2020; DBA used for marketing purposes. 1/3rd owner of 32Thirty Financial LLC, LLC is used for expense purposes and for branding/marketing. Sports Hub Bar& Grill; Start Date: 01/2022; Non-Investment Related; Bartender/Cook; Approximately 5 hours per week after trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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