Brett Allen Klein

Current Employers

Employment History

• 05/2013 → 07/2021
  Waddell & Reed Inc
  Grand Island, NE
• 10/2013 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Grand Island, NE
• 08/2016 → 07/2021
  Resurrection Church
  Grand Island, NE
• 09/2017 → 07/2021
  J2Rhbk Inc.
  Grand Island, NE
• 06/2020 → 07/2021
  Jjb Enterprises, Llc
  Kearney, NE
• 09/2017 → 07/2021
  Flatwater Wealth, Inc.
  Grand Island, NE
• 07/2021 → Present
  Lpl Financial Llc
  Grand Island, NE

Previous Registrations

• 2013-10-04 → 2021-07-21
  Waddell & Reed
  Grand Island, NE
  Savage, MN

Other Businesses

1- 12/2020 / Flatwater Wealth, Inc / Business Entity For Tax/Investment Purposes Only / 1 HR MNTH / Non Investment Related / Grand Island , NE 68803 2- 07/2021 / Non-Variable Insurance / Investment Related / GRAND ISLANDNebraska 3- 06/2020 / JJB Enterprises, LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Kearney, NE 68847 4- 04/2021 / DBA for LPL Business (entity for LPL business) / Flatwater Wealth / Investment Related / Grand Island , NE 68803 5- 08/16/2024 - Flatwater Associates - Tax Prep/Accounting/CPA - Partner/ Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 08/12/2024 - 10 Hours Per Month/ 1 Hour During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-10-03