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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-02-15
  • NE RA
    APPROVED
    Since 2024-02-15

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

109 N. Hastings Ave., Hastings, NE 68901 • 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
Ridgeline Advisors Hastings NE 05/2023 02/2024
Ridgeline Advisors Hastings NE 01/2023 05/2023
Englund And Lindsteadt Financial Advisors Hastings NE 10/2021 01/2023
Rivals Bar And Grill Hastings NE 07/2021 10/2021
Hastings College Hastings NE 05/2021 07/2021
Hastings College Hastings NE 08/2019 05/2021
Schrunk Ag Services Valentine NE 05/2020 08/2020
Schrunk Ag Services Valentine NE 05/2019 08/2019
Valentine Middle School And Valentine High School Valentine NE 01/2013 05/2019
Independent Financial Partners Tampa FL 02/2024 Present
Ridgeline Advisors Hastings NE 02/2024 Present
  • 05/2023 → 02/2024
    Ridgeline Advisors
    Hastings, NE
  • 01/2023 → 05/2023
    Ridgeline Advisors
    Hastings, NE
  • 10/2021 → 01/2023
    Englund And Lindsteadt Financial Advisors
    Hastings, NE
  • 07/2021 → 10/2021
    Rivals Bar And Grill
    Hastings, NE
  • 05/2021 → 07/2021
    Hastings College
    Hastings, NE
  • 08/2019 → 05/2021
    Hastings College
    Hastings, NE
  • 05/2020 → 08/2020
    Schrunk Ag Services
    Valentine, NE
  • 05/2019 → 08/2019
    Schrunk Ag Services
    Valentine, NE
  • 01/2013 → 05/2019
    Valentine Middle School And Valentine High School
    Valentine, NE
  • 02/2024 → Present
    Tampa, FL
  • 02/2024 → Present
    Ridgeline Advisors
    Hastings, NE
Other Businesses

(1) Prairie Loft Center - not investment related - 4705 Dld Rd, Hastings, NE 68901 - To teach agriculture appreciation, outdoor education, cultural connections, and the wise use of natural resources. - Board Member - start date Jan. 15, 2025 - 5 hours/month - Provide knowledge or prior agricultural experiences and how they can positively impact the organization. (2) Hastings American Legion Baseball - not investment related - 916 E. South St, Hastings, NE 68901 - Provide opportunities to young men to help empower, encourage, and foster growth in their athletic and personal lives. - Board Member - start date Jan. 15, 2025 - 2 hours/month - Provide insight from a different perspective as a previous player/coach. (3) Pinnacle Group - securities related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date 5/1/2019 - 1 hour/month during trading - fixed insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-25
  • S65 Uniform Investment Adviser Law Examination
    2024-01-25

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