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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-12-05 |
| WI | RA | APPROVED | 2016-06-29 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
Grand Junction, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dlhf Investments Llc | West Bend | WI | 04/2001 | Present |
| Accounting Freedom Ltd | Mundelein | IL | 03/2014 | 03/2024 |
| Wealth Managment, Llc | Norfolk | NE | 08/2014 | Present |
Taxnator LLC dba Taxanator NIR, 865 Stream Water Street Junction, CO 81505, Tax Preparation/Accounting,1/1988 20 hours Tax and accounting services Independent Insurance Agent-Owner/sole proprieter 1/1998 1 hours Health Insurance Sales United Healthcare 1 Hour, WPS 1 Hour Real Estate Rental - not investment related - 865 Stream Water Street Junction, CO 81505 - Rent residence to business - Approx 0 hours monthly/approx 0 hours during securities trading hours. Department of Interior US Geological Survey National Wildlife Health Center - not investment related - 865 Stream Water Street Junction, CO 81505 - US Government - Approx 174 hours monthly/Approx 130 hours during securities trading hours - accounting, office and other duties as assigned.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-11 |
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