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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-01 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
200 N. Burlington, Ste. 200, Hastings, NE 68901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Hastings | NE | 10/2008 | 01/2017 |
| Onedigital Investment Advisors | Hastings | NE | 03/2014 | 01/2024 |
| Cwm, Llc | Omaha | NE | 11/2023 | Present |
| Oakeson Steiner Wealth & Retirement | Hastings | NE | 10/2008 | Present |
NAME OF BUSINESS: J&A Properties NATURE: Rental START: 12/01/2019 POSITION: Partner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manage Property NAME OF BUSINESS: OSL, Inc. NATURE: Tax Services START: 01/01/2023 POSITION: Partner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Manage business NAME OF BUSINESS: N/A NATURE: Notary START: 03/26/2019 POSITION: Notary APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Notary FIXED INSURANCE NATURE: Insurance START: 10/01/2008 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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