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Tyler Ray Wellman

LPl Financial LLC

Lincoln, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-02
NE RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2021-08-02
  • NE RA
    APPROVED
    Since 2021-07-21

Branch Locations

8540 Executive Woods Dr Ste 100, Lincoln, NE 68512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Lincoln NE 07/2014 07/2021
Various Insurance Carriers For W&R Insurance Agencies Lincoln NE 10/2014 07/2021
Nebraska Future Business Leaders Of America Lincoln NE 09/2016 07/2021
Wellman Llc Lincoln NE 06/2017 07/2021
Expanse Wealth Management (Dba) Nebraska City NE 09/2017 05/2018
Tyler Wellman-Notary Lincoln NE 10/2013 07/2021
Rink & Rolf, Inc. Lincoln NE 05/2018 07/2021
Nebraska Agribusiness Club Lincoln NE 11/2018 07/2021
Wellman Farms, Inc. Syracuse NE 05/2020 07/2021
Bni Of The Heartland Elkhorn NE 10/2020 07/2021
Lpl Financial Llc Lincoln NE 07/2021 Present
  • 07/2014 → 07/2021
    Waddell & Reed, Inc
    Lincoln, NE
  • 10/2014 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lincoln, NE
  • 09/2016 → 07/2021
    Nebraska Future Business Leaders Of America
    Lincoln, NE
  • 06/2017 → 07/2021
    Wellman Llc
    Lincoln, NE
  • 09/2017 → 05/2018
    Expanse Wealth Management (Dba)
    Nebraska City, NE
  • 10/2013 → 07/2021
    Tyler Wellman-Notary
    Lincoln, NE
  • 05/2018 → 07/2021
    Rink & Rolf, Inc.
    Lincoln, NE
  • 11/2018 → 07/2021
    Nebraska Agribusiness Club
    Lincoln, NE
  • 05/2020 → 07/2021
    Wellman Farms, Inc.
    Syracuse, NE
  • 10/2020 → 07/2021
    Bni Of The Heartland
    Elkhorn, NE
  • 07/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2015-01-27 → 2021-07-21
    Waddell & Reed
    Savage, MN
    Nebraska City, NE
    Lincoln, NE
Other Businesses

1- 8/23/2021: Wellman, LLC / Lincoln, NE / Business Entity For Tax/Investment Purposes Only / Not Investment Related / start date 8/2017 / 0HRs/MO. 2- 8/23/2021: Tyler Wellman - Notary / Notary / Investment Related / At Reported Business Location(s) / start date 10/2013. 3- 8/23/2021: Wellman Farms, Inc / Outside/W-2 Employment / Not Investment Related / Start date 1/2020 / Syracuse, NE 68446. 4- 10/11/2023: A.V.E. Wealth Management; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/27/2023; 0hrs/mo. during trading. 5- 10/11/2023: NJN Financial Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/27/2023; 160hrs/mo. during trading. 6- 04/29/2026: Kechely Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 10 hours per month/ 5 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-05
  • S66 Uniform Combined State Law Examination
    2014-12-05

View on SEC IAPD

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