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8420 West Dodge Road Suite 110, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-29 |
Branch Locations
8420 West Dodge Road Suite 110, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisornet Wealth Partners | Minnetonka | MN | 01/2024 | 04/2024 |
| Specialty Insurance Group | Joplin | MO | 08/2014 | Present |
| Healthnet | Tigard | OR | 09/2019 | 12/2019 |
| Gulick | Vancouver | WA | 02/2018 | 04/2018 |
| Portland State University | Portland | OR | 09/2014 | 05/2017 |
| Sequent Planning, Llc | Joplin | MO | 10/2025 | Present |
Specialty Insurance Group LLC; Not investment-related; Private residence in Joplin, MO; Insurance agency; President; 08/2014; 5-6 hours/month; 0 hours during trading; run insurance agency, service clients, sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-16 |
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