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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Lewis P. Linkugel Insurance & Investment | Lincoln | NE | 02/1994 | Present |
| Woodbury Financial Services, Inc. | Lincoln | NE | 02/1998 | 01/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | Present |
1) SALE OF UL, TERM LIFE INS,LTC, HEALTH INS, CANCER INS; LEWIS P LINKUGEL FINANCIAL SERVICES; 5831 SOUTH 58TH SUITE D LINCOLN, NE 68516; OWNER, REP; INTERMINGLED WITH INVESTMENT BUSINESS; START 2/90; 80 HOURS PER MONTH; 3 HRS; SALE AND SERVICE OF ABOVE LISTED PRODUCTS 2) LEWIS P LINKUGEL FINANCIAL SERVICES POSITION: Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1990 ADDRESS: 5831 S 58th St, Suite D, Lincoln NE 68516, United States DESCRIPTION: Sale of insurance life insurance policies. Long term care, health, cancer, dental, hospital, Medicare, 3) LINKUGEL FINANCIAL SERVICES, INC POSITION: Sales NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1990 ADDRESS: 5831 S 58th St, Suite D, Lincoln NE 68516, United States DESCRIPTION: Work with Federal and Postal employees in helping them with their benefits and retirement. 4) LEWIS P LINKUGEL FINANCIAL SERVICES POSITION: Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/1990 ADDRESS: 5831 S 58th St, Suite D, Lincoln NE 68516, United States DESCRIPTION: Sale of Ul, Term Life Ins, Ltc, Health Ins, Cancer Ins
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-06 |
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