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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| NE | RA | APPROVED | 2026-01-16 |
Branch Locations
9839 S 168Th Ave Suite 2B, Omaha, NE 68136 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield | IL | 07/2014 | 05/2022 |
| Horace Mann Insurance | Springfield | IL | 08/2014 | 05/2022 |
| Lincoln Investment | Omaha | NE | 05/2022 | 01/2026 |
| Capital Analysts | Omaha | NE | 05/2022 | 01/2026 |
| Raymond James Financial Services, Inc. | Omaha | NE | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 01/2026 | Present |
| Bellevue University | Bellevue | NE | 11/2012 | 03/2018 |
(1)Name of Business: Croker & Associates Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the company we use to run all our main business through with Raymond James - the DBA is Croker Group. (2)Name of Business: Croker Group Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Croker and Associates, DBA Croker Group is our parent company which owns our wealth management practice. It is the company that we run all our revenue and expenses through. \n\nOwnership is: \nCroker Ventures 27%\nMJH Consulting 23%\nHaas Consulting 20%\nAJA Consulting 15%\nAE Chatman Capital 15% (3)Name of Business: Croker Properties Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Croker Ventures Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is a passthrough holding company that I hold my equity in the OBA referenced Croker & Associates. All our partners in Croker & Associates all own their equity through passthrough LLC's per our accountant for tax planning purposes. Croker Ventures is owned 100% by Michael Croker. (5)Name of Business: Eric Luebbe Insurance Agency Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is the company we do our home and auto insurance for our clients with - we own 40% of all business we send to him on revenue and ownership. (6)Name of Business: Mana Insurance Group Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We use this company to offer an independent multi-company Medicare supplement quotes to our clients who need a resource. (7)Name of Business: MCJD Investments Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/07/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is passthrough passive LLC which one of my best friends and I invest in private equity deals. (8)Name of Business: MCR3 Investments, LLC Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/28/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purely passive LLC in private equity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-04 |
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