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James Nicholas Boese

Mariner

Omaha, NE

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-28
  • NE RA
    APPROVED
    Since 2023-11-28

Branch Locations

13815 Fnb Parkway Suite 100, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bancwest Investment Services Omaha NE 02/2016 08/2019
Bank Of The West Omaha NE 02/2016 08/2019
Fbl Financial Group Omaha NE 08/2019 07/2020
Fbl Marketing Services, Llc West Des Moines IA 08/2019 07/2020
Callahan Financial Planning Company Omaha NE 08/2020 04/2021
Ts Bank Council Bluffs IA 04/2021 10/2023
Mariner Wealth Advisors Overland Park KS 11/2023 Present
  • 02/2016 → 08/2019
    Bancwest Investment Services
    Omaha, NE
  • 02/2016 → 08/2019
    Bank Of The West
    Omaha, NE
  • 08/2019 → 07/2020
    Fbl Financial Group
    Omaha, NE
  • 08/2019 → 07/2020
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 08/2020 → 04/2021
    Callahan Financial Planning Company
    Omaha, NE
  • 04/2021 → 10/2023
    Ts Bank
    Council Bluffs, IA
  • 11/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2021-06-11 → 2023-10-16
    Callahan Financial Planning
    Omaha, NE
    San Rafael, CA
    Mill Valley, CA
    Palo Alto, CA
    Denver, CO
    Centennial, CO
    San Francisco, CA
    Lincoln, NE
    San Francisco, CA
    Burlingame, CA
  • 2020-08-11 → 2021-06-09
    Callahan Financial Planning Company
    Mill Valley, CA
    San Francisco, CA
    Denver, CO
    Omaha, NE
    San Rafael, CA
    Lincoln, NE
    San Francisco, CA
    Centennial, CO
    Palo Alto, CA
    Burlingame, CA
  • 2019-08-16 → 2020-07-31
    Fbl Wealth Management, Llc
    West Des Moines, IA
  • 2016-03-22 → 2019-08-24
    Bancwest Investment Services, Inc.
    Bellevue, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-21
S63 Uniform Securities Agent State Law Examination 2009-01-14
  • S66 Uniform Combined State Law Examination
    2016-03-21
  • S63 Uniform Securities Agent State Law Examination
    2009-01-14
Designations
Other Names
  • Jimmy Boese
  • Jimmy N Boese
  • James Boese

View on SEC IAPD

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HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

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ERIK R. ADEN
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PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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