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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-24 |
Branch Locations
3341 Pioneers Blvd Suite 1, Lincoln, NE 68506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conagra Brands | Omaha | NE | 01/2020 | 01/2025 |
| Tributary Capital Management | Omaha | NE | 05/2019 | 12/2019 |
| First National Bank Of Omaha | Omaha | NE | 05/2017 | 05/2019 |
| Hyvee | Omaha | NE | 01/2013 | 05/2017 |
| Fbl Financial Group | West Des Moines | IA | 12/2024 | 07/2026 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 01/2025 | 07/2026 |
| Osaic Wealth Inc | Lincoln | NE | 08/2026 | Present |
1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 12/01/2024; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
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