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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-09-05
  • NE RA
    APPROVED
    Since 2025-09-05

Branch Locations

11422 Miracle Hills Suite 100, Omaha, NE 68154 • 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
Kpmg, Llp Kansas City MO 01/2016 Present
Avantax Investment Services Inc. Omaha NE 10/2021 09/2025
Avantax Advisory Services Omaha NE 10/2021 09/2025
Tax Help Llc Omaha NE 12/2021 Present
Avantax Insurance Agency And/Or Avantax Insurance Services. Omaha NE 10/2023 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services. Omaha NE 10/2023 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services. Omaha NE 10/2023 09/2025
Cetera Wealth Services, Llc Omaha NE 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2016 → Present
    Kpmg, Llp
    Kansas City, MO
  • 10/2021 → 09/2025
    Avantax Investment Services Inc.
    Omaha, NE
  • 10/2021 → 09/2025
    Avantax Advisory Services
    Omaha, NE
  • 12/2021 → Present
    Tax Help Llc
    Omaha, NE
  • 10/2023 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services.
    Omaha, NE
  • 10/2023 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services.
    Omaha, NE
  • 10/2023 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services.
    Omaha, NE
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Omaha, NE
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-05-23 → 2025-09-05
    Avantax Advisory Services
    Omaha, NE
Other Businesses

1) O'MALLEY FINANCIAL SERVICES; POSITION: Financial Advisor NATURE: Advise people regarding financial decisions INVESTMENT RELATED: Yes; 80; 60; 05/23/2022; 11422 Miracle Hills Drive, Suite 100, Omaha NE 68154; Meet with clients, determine risk tolerance and investment objectives 2) TAX HELP LLC; POSITION: Tax Preparer NATURE: Prepare tax returns INVESTMENT RELATED: No; 160; 105; 12/01/2021; 11422 Miracle Hills Drive, Suite 100, Omaha NE 68154; Meet with clients and prepare their tax returns 3) AMWAY; POSITION: Independent Contractor NATURE: Direct sales of consumable products(snacks, drinks, cleaners, etc) used every day by individuals and used by me. INVESTMENT RELATED: No; 20; 0; 10/03/2022; 7575 Fulton St E, Ada MI 49301; Direct sales of consumable products (which I already use) to customers, primarily my family and friends

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-20
  • S66 Uniform Combined State Law Examination
    2022-05-20
Other Names
  • Kent A Urban

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