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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-28 |
| NE | RA | APPROVED | 2024-02-28 |
Branch Locations
1313 Harlan Street, Falls City, NE 68355 • United States
1401 Infinity Rd, Lincoln, NE 68512 • United States
820 Central Avenue, Auburn, NE 68305 • United States
Shubert, NE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Omaha | NE | 07/2009 | 10/2017 |
| Pfs Investments, Inc. | Omaha | NE | 06/2010 | 10/2017 |
| Tax Save Express Inc | Omaha | NE | 01/2012 | 10/2017 |
| Pacific Life Insurance Company | Omaha | NE | 10/2017 | 02/2020 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 10/2017 | 02/2020 |
| Ceros Financial Services, Inc. | Rockville | MD | 05/2020 | 07/2022 |
| Flexible Plan Investments | Bloomfield Hills | MI | 02/2020 | 07/2022 |
| Weitz Securities, Inc | Omaha | NE | 07/2022 | 12/2022 |
| Thrivent Investment Management Inc | Lincoln | NE | 04/2023 | Present |
| Unemployed | Shubert | NE | 01/2023 | 04/2023 |
| Thrivent Financial | Appleton | WI | 05/2023 | 08/2023 |
| Thrivent Financial | Appleton | WI | 08/2023 | Present |
TRAIL LIFE USA, AUBURN CHAPTER POSITION: board member NATURE: Trail Life USA is a Scouting organization built on Christian Principles. I am the Troop Master of a newly formed Troop in Auburn, NE. As such I am required to be on the board. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2024 ADDRESS: 1100 15th St, Auburn NE 68305, United States DESCRIPTION: Voting on bylaws and topics of consideration for the troop. Leading spiritually in the group meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-02 |
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