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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-05-02 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
Papillion, NE • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Werner Enterprises Inc. | Omaha | NE | 06/2000 | 04/2019 |
| First Command | Fort Worth | TX | 07/2019 | 08/2020 |
| Unemployed | Papillion | NE | 04/2019 | 07/2019 |
| Mutual Of Omaha | Omaha | NE | 10/2020 | Present |
| Unemployed | Papillion | NE | 08/2020 | 10/2020 |
| Mutual Of Omaha Investor Services | Omaha | NE | 10/2020 | Present |
Insurance Agent - Start Date: 10/2020 - Non-investment Related - Insurance lines of business: Casualty, Credit, Life and Annuities, Pet, Prepaid, Legal, Property, Sickness, Accident and Health, Surety, Travel, Variable Contracts - Hours/per week during trading hours: 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services Greater Omaha Chamber - Presidents Club - Start Date: 02/2026 - 808 Conagra Dr., Ste. 400, Omaha, NE 68102 - Assist with 401K/Group Benefits for Chamber Businesses that are members and help with membership of new and existing members. - 10-20 hours per month Sarpy Chamber of Commerce - Start Date: 09/2021 - Non-investment Related - Address: 1243 Golden Gate Dr #2, Papillion, NE 68046 - Celebrate Grand Openings of new and current businesses that are members of the chamber. - Title: Sarpy Chamber Ambassador - 5-10 hours per month DBA - Schroder Financial, LLC - 11/4/2024 - Owner/President/Financial Advisor - 17117 Burt St, Suite 300, Omaha, NE 68118 - Insurance lines of business: Casualty, Credit, Life and Annuities, Pet, Prepaid, Legal, Property, Sickness, Accident and Health, Surety, Travel, Variable Contracts - Investment: Retirement Plans, IRA's, 401K's - Hours/per week during trading hours: 40+ EZSAVIN - Clothing & Accessories - 6/1/2026 - Owner - 108 Fenwick Circle, Papillion, NE 68046, Website - online sales of clothing and accessories - Hours/per week during trading hours: 5-10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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