Best Investors Account Sign in

Trevor R Bohling

Osaic Wealth, Inc.

Omaha, NE

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-03-19
  • NE RA
    APPROVED
    Since 2026-03-19

Branch Locations

11205 Wright Circle Suite 220, Omaha, NE 68144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prime Time Healthcare Omaha NE 06/2016 10/2025
Trevor R Bohling Cpa Llc Gretna NE 11/2013 Present
Osaic Wealth Inc Ralston NE 01/2026 Present
  • 06/2016 → 10/2025
    Prime Time Healthcare
    Omaha, NE
  • 11/2013 → Present
    Trevor R Bohling Cpa Llc
    Gretna, NE
  • 01/2026 → Present
    Ralston, NE
Other Businesses

1.PRIME TIME SPICES LLC POSITION: Member NATURE: LLC selling spices for BBQ INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 20002 Maple Street, Gretna NE 68028, United States DESCRIPTION: Bookkeeping 2.TFC REAL ESTATE LLC POSITION: Member NATURE: LLC for commercial real estate rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 11205 Wright Circle, Suite 220, Omaha NE 68144, United States DESCRIPTION: Bookkeeping and building management for my own office 3.BW REAL ESTATE LLC POSITION: Member NATURE: LLC for residential real estate rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2018 ADDRESS: 20002 Maple Street, Gretna NE 68028, United States DESCRIPTION: Managing residential rental properties (primarily bookkeeping) 4.TREVOR R BOHLING CPA LLC POSITION: Sole Proprietor NATURE: LLC Sole Propietorship INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2013 ADDRESS: 20002 Maple Street, Gretna NE 68028, United States DESCRIPTION: Tax preparation and accounting services (this will go away as work transitions to RB CPAs LLC) 5.RB CPAS LLC POSITION: Partner NATURE: LLC, offices of CPAs. I am a minority partner. There is one other partner who is the managing partner. My role is part time, to assist during busy times such as tax season. The managing partner runs the firm full time and pays the bills/manages funds. I do not believe he is an Osaic client or has any affiliation with Osaic. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2026 ADDRESS: 11205 Wright Circle, Suite 220, Omaha NE 68144, United States DESCRIPTION: Part-time tax preparation, accounting services, and business consulting 6. MAVERIK INVESTMENTS POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2003 ADDRESS: 20002 Maple Street, Gretna NE 68028, United States DESCRIPTION: We are a group of college friends who formed an investment club. We share ideas for investments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-11
  • S66 Uniform Combined State Law Examination
    2026-03-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor