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Randall D Loemker

Truepath Financial Planning

Prescott, AZ

Albuquerque, NM

Percheron Consulting, LLC

Prescott, AZ

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Current Employers
Truepath Financial Planning

3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2023-11-17
  • NM RA
    APPROVED
    Since 2023-11-17

Branch Locations

Prescott, AZ • United States

3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States

Percheron Consulting, Llc

Prescott, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-03-22
  • AZ RA
    APPROVED
    Since 2023-03-22

Branch Locations

Prescott, AZ • 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
Lane Brothers Investment Counsel Prescott AZ 01/2012 01/2023
Cwm, Llc Omaha NE 01/2021 01/2023
Percheron Consulting, Llc Prescott AZ 02/2023 Present
Previous Registrations
  • 2021-01-11 → 2023-01-20
    Cwm, Llc
    Omaha, NE
    Prescott, AZ
    Scottsdale, AZ
    Prescott, AZ
  • 2012-03-12 → 2020-12-31
    Lane Brothers Investment Counsel
    Prescott, AZ
  • 2009-05-13 → 2012-01-19
    Percheron Financial Services
    Prescott, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-09
  • S65 Uniform Investment Adviser Law Examination
    2009-04-09
Designations
Other Names
  • Randy D Loemker

View on SEC IAPD

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