Kristen Rae Kratochvil

Current Employers

Employment History

• 06/2009 → 06/2018
  Mutual Of Omaha
  Omaha, NE
• 06/2018 → 06/2024
  Securities America Advisors
  Omaha, NE
• 06/2018 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2018-06-26 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Omaha, NE
• 2013-10-09 → 2018-06-21
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE

Other Businesses

1. DBA - Lifetime Retirement Partners 2. FUTURITY FIRST POSITION: Financial Advisor NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/11/2018 ADDRESS: 17117 Oak Drive Ste A, Omaha NE 68130, United States DESCRIPTION: Working with clients for insurance protection 3. BAGS OF FUN OMAHA POSITION: Treasurer NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 3406 N. 90th Plaza, Elkhorn NE 68022, United States DESCRIPTION: I will be reporting funds raised at each of our Charity events to the other board members. 4. FRONT STREET STORAGE POSITION: I do not have one, my husbands business NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 628 Front Street, Blair NE 68008, United States DESCRIPTION: I do not have any, this is my husbands LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-07
• S63 Uniform Securities Agent State Law Examination
  2010-03-19

Other Names

• Kristen Rae Patterson