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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Lincoln | NE | 06/2012 | 03/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2010 | 03/2017 |
| Northwestern Mutual Investment Services, Llc | Omaha | NE | 12/2014 | 03/2017 |
| Sequent Planning, Llc | Ashland | NE | 02/2019 | 09/2022 |
| Independent Insurance Agent | Ashland | NE | 03/2017 | Present |
| Wealth Plan Investment Management, Llc | Omaha | NE | 07/2023 | Present |
1) Troyer Companies, LLC; Investment Related; 682 Serenity Pointe, Ashland, NE 68003; Insurance Sales; Owner & Insurance Adviser; 02/2017; 12 hours per month; 10 hours spent during securities trading hours; Life, Disability & LTC policy sales. 2) Business with the Boyz, LLC; Not Investment Related; 682 Serenity Pointe Ashland, NE 68003; Podcast; Owner and Co-Host; Started 08/2023; 8 hours per month; 0 hours spent during securities trading hours; co-host podcast and interview guests. 3) Troyer Real Estate, LLC; Not Investment Related; 682 Serenity Pointe Ashland, NE 68003; Real Estate Development; Owner; started 05/2024; 100-140 hours per month; capital raising for projects, business development; review capital structure on deals. 4) Platte Valley Marine Group; Not Investment Related; 682 Serenity Pointe, Ashland, NE 68003; Service Company; Owner, Started 02/2025; 5-10 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
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