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9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-12 |
Branch Locations
9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiserv | Omaha | NE | 08/2020 | 09/2021 |
| Metropolitan Community College | Omaha | NE | 06/2018 | 05/2019 |
| Lincoln Financial Group | Omaha | NE | 08/2014 | 08/2020 |
| Pfs Investments Inc. | Urbandale | IA | 07/2024 | 09/2025 |
| Nei Global Relocation | Omaha | NE | 04/2023 | 09/2025 |
| Genesis Health Clubs | Omaha | NE | 09/2022 | 09/2023 |
| Td Ameritrade, Inc. | Omaha | NE | 12/2021 | 04/2023 |
| Keystone Financial Services, Llc | Omaha | NE | 09/2025 | Present |
| Private Client Services, Llc | Omaha | NE | 10/2025 | Present |
1) Benjamin Sande is dually registered as an Investment Advisor Representative ("IAR") of Keystone Financial Services, LLC ("Keystone") and as a Registered Representative ("RR") of Private Client Services, LLC ("PCS"). Business is conducted from 9802 Nicholas Street, Suite 315A;, Omaha, NE, 68114. Approximately 90% of Mr. Sande's time is dedicated as an IAR of Keystone, with the balance as an RR of PCS. 2) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Healing Kadi Foundation; Not investment-related; Omaha, NE 68108; Charitable Organization; Secretary; Takes meeting minutes during board meetings, votes on board decisions (excluding financial and investment decisions), participates in Executive Team meetings with the board president, vice president, and executive director. Also helps coordinating fundraising events; Less than 5% of time during the month. 4) Smith Kroeger; Not investment-related; Omaha, NE 68154; Brand Advertising / Marketing; Brand Ambassador; Brand ambassador. I mainly advertise for Smith Kroeger's client Nebraska Lottery. I will attend various events in Nebraska and hand out free lottery tickets and prizes; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-05 |
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