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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
2915 2Nd Ave, Kearney, NE 68847 • United States
102 N Dewey St, North Platte, NE 69101 • United States
620 North Alpha, Grand Island, NE 68803 • United States
707 N Marian Rd, Hastings, NE 68901 • United States
2202 Central Ave Ste 8, Kearney, NE 68847 • 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 |
|---|---|---|---|---|
| Ameritas Life Insurance Corp. | Lincoln | NE | 12/1993 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 02/1994 | Present |
| Barth Financial | Kearney | NE | 12/1994 | Present |
| Bab Properties Llc | Kearney | NE | 09/2008 | Present |
| Kaufmann Center Llc | Kearney | NE | 12/2010 | Present |
| Ameritas Financial Center | Kearney | NE | 12/1994 | Present |
| Barth Financial Wealth Management Group | Kearney | NE | 10/2014 | Present |
| Central Financial Services | Kearney | NE | 02/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Envision Wealth Network | Lincoln | NE | 01/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * BAB PROPERTIES LLC; SAME AS BRANCH; NON-INV REL; OWN PASTURE GROUND; START DATE=09/2008; HRS/MO=1; TRADING HRS/MO=1; NO DUTIES, JUST HUNTING GROUND * BARTH FINANCIAL; SAME AS BRANCH; INV REL; OWNER; Start Date=12/1994; HRS/MO=40; TRADING HRS/MO=40; Sales * KAUFMANN BUILDING LLC; SAME AS BRANCH; NON-INV REL; COMMERCIAL RENTAL PROPERTY; OWNER; START DATE=12/2010; HRS/MO=3; TRADING HRS/MO=3; COLLECT RENT * AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; INSURANCE BUSINESS; AGENT; START DATE=12/1994; HRS/MO=40; TRADING HRS/MO=40; SELL INVESTMENTS AND INSURANCE PRODUCTS * BARTH FINANCIAL WEALTH MANAGEMENT GROUP; SAME AS BRANCH; INV REL; SALE OF INSURANCE PRODUCTS; PRESIDENT; START DATE=10/2014; HRS/MO=160; TRADING HRS/MO=120; SALES * Kaufmann Center LLC; same as branch; non-inv rel; owns the property at 2202 Central Ave Ste 8, Kearney and 620 N Alpha, Grand Island, also owns a claw machine; Owner; start date=06/2018; hrs/mo=1; trading hrs/mo=2; property manager manages Kearney building and I manage the Grand Island building * Central Financial Services; same as branch; inv rel; part of the Ameritas/Nebraska Financial Center; Agent; start date=02/2021; hrs/mo=0; trading hrs/mo=0; agent * NAIFA; 2901 Telestar Ct, Falls Church VA 22042; inv rel; membership in National Association of Insurance and Financial Advisors; Member; start date=10/1994; hrs/mo=1; trading hrs/mo=1; duties=none * Envision Wealth Network; inv rel; same as branch; Insurance services; Agent; start date=01/2024; hrs/mo=20; trading hrs/mo=16; Annuity and life insurance policy services and sales * Trinity LLC; same as branch; non-inv rel; real estate; Partner; start date=02/2026; hrs/mo=1; trading hrs/mo=1; own rental-purchase and remodel condos in downtown Lincoln NE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
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