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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-01 |
Branch Locations
200 N. Burlington, Ste. 200, Hastings, NE 68901 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osl, Inc. | Hastings | NE | 08/2018 | 11/2023 |
| Onedigital Investment Advisors | Overland Park | KS | 05/2019 | 01/2024 |
| Lutz | Hastings | NE | 05/2017 | 08/2018 |
| Mcdermott & Miller Pc | Hastings | NE | 01/2011 | 04/2017 |
| Cwm, Llc | Omaha | NE | 11/2023 | Present |
| Oakeson Steiner Wealth & Retirement | Hastings | NE | 08/2018 | Present |
NAME OF BUSINESS: Captain & Co Farms, Inc NATURE: Farming Operation START: 1/1/2013 POSITION: Treasurer/Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Bookkeeping NAME OF BUSINESS: OS Tax Services, LLC NATURE: Tax Preparer START: 10/1/2022 POSITION: Owner APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Prepare and review tax forms during tax season only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
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