Bruce Todd Lear

Current Employers

Employment History

• 04/2012 → 01/2019
  Securities America, Inc.
  Kearney, NE
• 04/2012 → 01/2019
  Securities America Advisors, Inc.
  Kearney, NE
• 03/2012 → 01/2019
  Black Oak Investment Council, Inc.
  Kearney, NE
• 12/2004 → Present
  City Of Kearney
  Kearney, NE
• 01/2012 → Present
  Bruce Lear
  Kearney, NE
• 01/2019 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 01/2019 → Present
  Novem Group
  Rochester, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Grand Island, NE

Previous Registrations

• 2012-04-10 → 2019-01-07
  Securities America Advisors, Inc.
  Kearney, NE

Other Businesses

1. NOVEM GROUP POSITION: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2019 ADDRESS: 2032 Brentwood Blvd Grand Island NE 68802 DESCRIPTION: Client engagement, client service, and portfolio management. 2. FIVE POINTS BANK INSURANCE AGENCY POSITION: Managing Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 2032 Brentwood Blvd Grand Island NE 68802 DESCRIPTION: Offering fixed and fixed index annuity products to clients. 3. FIVE POINTS FINANCIAL SERVICES POSITION: Senior Vice President NATURE: This is a DBA utilized for the purpose of branding our full range of financial services through Osaic and Novem Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 2032 Brentwood Blvd Grand Island NE 68802 DESCRIPTION: Provide financial products and services for Osaic Wealth and Novem Group. 4. KEARNEY CATHOLIC HIGH SCHOOL POSITION: Girls' Head Soccer Coach NATURE: Catholic High School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2012 ADDRESS: 110 E 35th St Kearney NE 68847 DESCRIPTION: Head soccer coach for girls' high school soccer team. 5. GOLDENROD STAR, LLC POSITION: NA NATURE: LLC. Being resubmitted because of a name change. The original name was not approved by the State of Nebraska due to a similarly named entity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2025 ADDRESS: 5910 5th Ave Pl Kearney NE 68845 DESCRIPTION: 10% ownership as a non-voting shareholder. 6. CALAMUS ADVISORS, LLC POSITION: President NATURE: an LLC that facilitated consulting services, and the transfer of my business to Five Points Financial Services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 4803 Ave L Pl Kearney NE 68845 DESCRIPTION: 100% owner of Calamus Advisors LLC. No ongoing activity. 7.BUFFALO COUNTY COMMUNITY HEALTH PARTNERS, INC. POSITION: Board of Directors NATURE: Buffalo County Community Health Partners, Inc. is a 501c(3) nonprofit organization that works to assess, promote and strengthen the health of the citizens of Buffalo County, Nebraska. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2026 ADDRESS: 2510 11th Avenue, Kearney NE 68849, United States DESCRIPTION: Board member that assists in advising the mission and activities of the nonprofit organization. 8.YANNEY HERITAGE PARK FOUNDATION POSITION: Board of Directors NATURE: The Yanney Heritage Park Foundation is a 501c(3) non-profit organization that supports the operations and development of Yanney Heritage Park in the City of Kearney, Nebraska. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2026 ADDRESS: 2020 W. 11th Street, Kearney NE 68845, United States DESCRIPTION: Advise the Foundation in operations and activities related to the growth and development of Yanney Heritage Park which is owned by the City of Kearney, NE. 9. YANNEY HERITAGE PARK FOUNDATION POSITION: Board Member NATURE: Nonprofit community service organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2026 ADDRESS: 2908 W 39th St STE A, Kearney NE 68845, United States DESCRIPTION: Assist the Board in overseasing the development and operation of a park owned by the City of Kearney, Nebraska

Exams

• S66 Uniform Combined State Law Examination
  2011-12-01
• S63 Uniform Securities Agent State Law Examination
  1994-08-24