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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-10-26 |
| TX | RA | APPROVED | 2018-10-26 |
Branch Locations
2425 N Woodbine Road, Suite B & E, St. Joseph, MO 64506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | St. Joseph | MO | 05/2013 | 10/2018 |
| Cwm, Llc | Omaha | NE | 10/2018 | Present |
| Gertsema Wealth Advisors | St. Joseph | MO | 10/2018 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2018 | 08/2024 |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NAME OF OTHER BUSINESS: FPA OF GREATER KC NATURE OF BUSINESS: ADVOCATING FOR TITLE PROTECTION FOR FINANCIAL PLANNERS START DATE: 1/1/2023 POSITION/TITLE/RELATIONSHIP: ADVOCACY CHAIR APX NUMBER OF HOURS PER WEEK: 2.5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: ADVOCATE FOR TITLE PROTECTION FOR FINANCIAL PLANNERS NAME OF BUSINESS: Rotary Club of Saint Joseph NATURE: Rotary START: 07/01/2026 POSITION: Club Service & Programs Director APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: To book programs with local interest for a weekly Rotary club meeting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-01 |
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