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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 |
|---|---|---|---|---|
| Oakeson Steiner Wealth & Retirement | Hastings | NE | 01/2019 | Present |
| Great Western Bank | Hastings | NE | 06/2017 | 01/2019 |
| Central Community College | Hastings | NE | 08/2014 | 05/2017 |
| Cwm, Llc | Omaha | NE | 11/2023 | Present |
| Onedigital Investment Advisors | Hastings | NE | 01/2019 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-18 |
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