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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-10-25 |
Branch Locations
7921 W. Dodge Rd, Omaha, NE 68114 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rcis | Anoka | MN | 06/2014 | 04/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 01/2022 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 07/2019 | 01/2022 |
| Trinity Financial Group Of Omaha | Omaha | NE | 01/2022 | Present |
| Creativeone Wealth | Overland Park | KS | 10/2023 | Present |
1.) TRINITY FINANCIAL GROUP; OMAHA, NE; INVESTMENT RELATED; INSURANCE & RISK MANAGEMENT STRATEGEIST, MEDICARE SPECIALIST; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. 2.) Skyline Woods Homeowner's Association, Inc; investment related; 21954 Stanford Circle Elkhorn, NE 68022; annual budgeting, dues collections, expenses for services and upgrades to the community; President, Director, Officer, Principal; 08/2026; 12 hrs/mo; 0 hrs/mo; Board's leader and facilitator—not its sole decision-maker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-28 |
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