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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
390 N Cotner Blvd, Lincoln, NE 68505 • United States
1910 N Bell St, Fremont, NE 68025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nebraska Lincoln | Lincoln | NE | 08/2016 | Present |
| Abes Portables | Fort Calhoun | NE | 05/2017 | 05/2019 |
| Student Support Service | Lincoln | NE | 10/2018 | 05/2019 |
| Yeutter Institute | Lincoln | NE | 01/2019 | 05/2019 |
| Seacrest & Kalkowski | Lincoln | NE | 11/2017 | 05/2018 |
| Klabunde Delivery | Omaha | NE | 05/2016 | 11/2016 |
| Insource | Omaha | NE | 05/2019 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 08/2019 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 08/2019 | Present |
| Insource Financial Advisors | Lincoln | NE | 05/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Investment Advisors, Inc. | Fremont | NE | 01/2024 | Present |
INSOURCE; SAME AS BRANCH; INV REL; INSURANCE AND ANNUITIES; AGENT; START DATE=05/2019; HRS/MO=96; TRADING HRS/MO=96; RUN ILLUSTRATIONS, ADMINISTRATIVE WORK * Insource Financial Advisors; same as branch; inv rel; insurance agency; Agent; start date=05/2020; hrs/mo=200; trading hrs/mo=200; sales * Investment Advisors, Inc.; same as branch; inv rel; offer financial products and services; Owner; start date=01/2024; hrs/mo=200; trading hrs/mo=200; S-Corp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-11 |
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