Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
440 Regency Parkway Dr Ste 147, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Norfolk | NE | 05/2005 | 10/2017 |
| Ameritas Investment Corp | Lincoln | NE | 09/2013 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2013 | Present |
| Ameritas Financial Center | Omaha | NE | 09/2013 | Present |
| Hochstein Strategic Legal Planning | Omaha | NE | 05/2014 | Present |
| Nebraska Wealth Planning, Llc | Omaha | NE | 10/2016 | 12/2018 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Envision Wealth Network | Omaha | NE | 10/2022 | Present |
| Ameritas Wealth Advisors | Omaha | NE | 09/2013 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; PROVIDE INSURANCE PRODUCTS TO THE PUBLIC; AGENT; START DATE=09/2013; HRS/MO=160; TRADING HRS/MO=160; PROVIDE INSURANCE PRODUCTS TO THE PUBLIC * HOCHSTEIN STRATEGIC LEGAL PLANNING; SAME AS OMAHA BRANCH; NON-INV REL; DRAFT LEGAL DOCUMENTS (WILLS, TRUST, POAs, MEDICAL DIRECTIVES, BUY SELL AGREEMENTS, PARTNERSHIP AGREEMENTS, BYLAWS, INCORPORATIONS AND AGENT OF RECORD) AND CONSULTING FOR ESTATE AND BUSINESS PLANNING; OWNER/MANAGER/ATTORNEY; START DATE=05/2014; HRS/MO=80; TRADING HRS/MO=25; DRAFT ESTATE AND BUSINESS PLANNING DOCUMENTS AND CONSULT CLIENTS ON THEIR LEGAL IMPLICATIONS * Oak Holdings, LLC; same as residence; non-inv rel; LLC to hold real estate investment properties; Member & Manager; start date=02/2022; hrs/mo=5; trading hrs/mo=0; hold real estate inside of an LLC * ENVISION WEALTH NETWORK; INV REL; SAME AS BRANCH; FINANCIAL SERVICES; ADVISOR; START DATE=10/2022; HRS/MO=100; TRADING HRS/MO=100; PROVIDE INSURANCE PRODUCTS TO THE PUBLIC * AMERITAS WEALTH ADVISORS; INV REL; SAME AS BRANCH; FINANCIAL SERVICES; ADVISOR; START DATE=09/2013; HRS/MO=100; TRADING HRS/MO=100; PROVIDE INSURANCE PRODUCTS TO THE PUBLIC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-30 |
Reach out to this advisor