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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
3426 N 190Th Plz, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Omaha | NE | 05/2013 | 11/2023 |
| Vintage Financial Group | Omaha | NE | 04/2014 | 09/2018 |
| Walnut Hill Advisors | Elkhorn | NE | 09/2018 | 08/2021 |
| Principal Securities Inc | Omaha | NE | 03/2016 | 11/2023 |
| Envision Wealth Strategies | Omaha | NE | 07/2021 | 11/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2023 | Present |
1. ENVISION WEALTH STRATEGIES, Omaha NE 68130, 11/2023, Owner, Using as a Trade Name/dba, INV REL, 4 HR/MO - 4 Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2023 AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. ELKHORN PUBLIC SCHOOL FOUNDATION BOARD, ELKHORN NE 68022, 11/2023, VOLUNTEER BOARD MEMBER, NIR, 1 HR/MO - 0 HR/MO TRADING 4. LCG PROPERTIES, 3426 N 190th Plaza, Elkhorn NE 68022, United States, 11/04/2025, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 5. WEALTH HEALTH FAMILY, 4260 Tranquility Lane, Prosper TX 75078, United States, 07/07/2025, Owner, Starting as a YouTube Channel as well as social media platforms and website, NIR, 5 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-09 |
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