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Inactive

Joseph Fowler

402 Financial

Lincoln, NE

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Current Employers
402 Financial

Lincoln, NE • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-09
  • NE RA
    APPROVED
    Since 2024-07-09

Branch Locations

Lincoln, NE • 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
Plan A Wealth, Llc Lincoln NE 11/2022 07/2024
Lawnscape Inc. Lincoln NE 06/2022 10/2022
Financial Transitions Inc Omaha NE 11/2021 05/2022
Nelnet Lincoln NE 07/2015 11/2021
Yellow Finch, Llc Dba 402 Financial, Llc Lincoln NE 07/2024 Present
  • 11/2022 → 07/2024
    Plan A Wealth, Llc
    Lincoln, NE
  • 06/2022 → 10/2022
    Lawnscape Inc.
    Lincoln, NE
  • 11/2021 → 05/2022
    Financial Transitions Inc
    Omaha, NE
  • 07/2015 → 11/2021
    Nelnet
    Lincoln, NE
  • 07/2024 → Present
    Yellow Finch, Llc Dba 402 Financial, Llc
    Lincoln, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2022-05-06
Designations
Other Names
  • Joe Temple Fowler

View on SEC IAPD

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