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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2010 | 04/2022 |
| Commonwealth Financial Network | San Diego | CA | 04/2022 | 06/2025 |
| Soar Wealth Strategies | Omaha | NE | 04/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. SCHUETZ PROPERTIES LLC, 9839 S 168TH AVE, Suite 2F, OMAHA NE 68136, United States, 05/22/2025, Owner, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 2. SCHUETZ FINANCIAL LLC, 9839 S 168TH AVE, Suite 2F, OMAHA NE 68136, United States, 05/22/2025, President, Owner/Partner of a Business Entity, NIR, 2 HR/MO - 0 HR/MO TRADING 3. SUBLEASING OFFICE SPACE, SOAR WEALTH STRATEGIES LLC, 9839 S 168TH AVE, Suite 2E, OMAHA NE 68136, United States, 05/22/2025, Owner, Owner/Partner of a Business Entity, NIR, 40 HR/MO - 40 HR/MO TRADING 4. SOAR WEALTH STRATEGIES LLC, 9839 S 168TH AVE, Suite 2F, OMAHA NE 68136, United States, 05/22/2025, President, Owner/Partner of a Business Entity, NIR, 40 HR/MO - 40 HR/MO TRADING 5. JON SCHUETZ, 9839 S 168TH AVE, Suite 2F, OMAHA NE 68136, 07/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO, 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
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