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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-13 |
Branch Locations
14301 Fnb Parkway Suite 100, Omaha, NE 68154 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequent Planning, Llc | Omaha | NE | 02/2014 | 10/2020 |
| Adaptive Advice, Llc | Omaha | NE | 01/2020 | 05/2025 |
| Oakstead Wealth Management | Omaha | NE | 05/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
1.Fixed insurance sales; as of 06/01/2025; 3% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner of rental property located in Omaha, NE, as of 07/2020; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Oakstead Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; Located in Omaha, NE 68154; as of 04/08/2025; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
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