Jesse David Bargstadt

Current Employers

Employment History

• 02/2014 → 02/2017
  National Planning Corporation
  Lincoln, NE
• 02/2014 → 01/2017
  Compass Financial Resources, Llc
  Lincoln, NE
• 02/2017 → 10/2017
  Financial Brokerage, Inc.
  Omaha, NE
• 11/2017 → 08/2022
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 11/2021 → 08/2022
  Brinker Capital Securities
  Berwyn, PA
• 09/2022 → 03/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2022 → 03/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2024 → Present
  Osaic Wealth Inc
  Papillion, NE

Previous Registrations

• 2022-09-01 → 2024-04-02
  Cambridge Investment Research Advisors, Inc.
  Papillion, NE
• 2020-01-30 → 2022-08-26
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2018-04-13 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2016-01-22 → 2017-02-03
  National Planning Corporation
  Lincoln, NE
  Lincoln, NE

Other Businesses

1.JESSE BARGSTADT, MONARCH FINANCIAL GROUP / 801 Graham Dr., P.O. Box 460938, Papillion NE 68046 / 09/2022 / INSURANCE AGENT / INV REL / 20 HR/MO 20 HR TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 09/01/2022 3. MONARCH FINANCIAL GROUP, INC. POSITION: Financial Advisor NATURE: Life insurance and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2022 ADDRESS: 801 Graham Dr., PO Box 460938, Papillion NE 68046, United States DESCRIPTION: We use BGAs and direct contracts with insurance companies to offer fixed annuities and life insurance. This service is offered to all clients that fit the risk profile of someone who would benefit from a fixed rate annuity or in need of life insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-07
• S65 Uniform Investment Adviser Law Examination
  2016-01-09