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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2009-02-13 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
418 Seward St, Seward, NE 68434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Llc | Norfolk | NE | 02/2009 | Present |
| Gabriel, Burger And Else, Cpa | Seward | NE | 02/2009 | Present |
| Concordia University | Seward | NE | 08/2010 | Present |
Gabriel Burger Else CPA PC - not investment related - 135 N. 5th St Seward, NE 68434 - Accounting Firm - President - 02/2009 - Approx. 180 hours monthly/Approx. 160 hours during securities trading hours - Accounting, Tax, Auditing, Management Functions. Et Cetera Thrift Shop - Corporation - not investment related - 504 Seward ST Seward, NE 68434 - non-profit - board member/treasurer - 1/2012 - Approx. 2 hours monthly/approx. 0 hours during securities trading hours Concordia University - not investment related - 800 N. Columbia Ave Seward, NE 68434 - Higher Education - Adjunct Professor - 08/2010 - Approx. 10 hours monthly/Approx. 2 hours monthly during securities trading hours - Professor TSB Enterprises LLC - not investment related - 135 N. 5th Street Seward, NE 68434 - Real Estate Rentals - LLC Member - Approx. 1 hour monthly/0 hours monthly during securities trading hours - LLC Member. Else & Burger Properties LLC - not investment related - 135 N. 5th St Seward, NE 68434 - real estate rentals - LLC Member - Approx. 1 hour monthly/Approx. 0 hours monthly during securities trading hours - rental real estate. Seward Liberty Foundation - Corporation - Not investment related - 233 S. 5th St Seward, NE 68434 - non profit foundation to support local library - Board Member/Treasurer - 2/2013 - Approx. 4 hours monthly/ Approx 0 hours during securities trading hours - bookkeeper/treasurer Fallbrook Homeowners Association - not investment related - 570 Fallbrook Blvd Suite 110 Lincoln, NE 68521 - Association - Treasurer - 02/2019 - Aprox 1 hour monthly/0 hours during trading hours - assemble financial data for association. Christ Lutheran Foundation Board - not investment related - 4325 Sumner St Lincoln, NE 68506 - non profit - Treasurer - 03/2023 - Aprox 1 hour monthly/0 hours during trading hours - support activities of society. Nebraska Society of CPAs Foundation - Non Profit - not investment related - 7435 O Street Suite 100 Lincoln, NE - board of trustees - Approx. 1 hours monthly/ 0 hours monthly during securities trading hours - board member responsible for assembling financial data.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-06 |
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