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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ch Benefits | Whitehouse | OH | 01/2001 | Present |
| Ml Holzemer Ltd | Whitehouse | OH | 12/2012 | Present |
| Voya Financial Advisors, Inc. | Holland | OH | 09/2014 | 08/2019 |
| Hrs Wealth Solutions | Holland | OH | 07/2016 | 08/2019 |
| Ameritas Investment Corp | Lincoln | NE | 09/2019 | Present |
| Creative Financial Partners | Toledo | OH | 08/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Creative Financial Partners; same as branch; inv rel; financial services; Insurance Agent; start date=08/2019; hrs/mo=20; trading hrs/mo=0; responsible for client allocations, sales management, retirement planning * CH Benefits; same as residence; non-inv rel; health insurance; Co-Owner; start date=01/2001; hrs/mo=0; trading hrs/mo=0; co-owner * ML Holzemer Ltd; same as residence; non-inv rel; payroll for commissions; Owner; start date=12/2012; hrs/mo=2; trading hrs/mo=0; used for commissions payment only
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