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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Routeone Llc | Farmington Hills | MI | 08/2011 | 01/2026 |
| Horace Mann Companies | Springfield | IL | 12/2021 | 05/2022 |
| Horace Mann Investors Inc. | Springfield | IL | 01/2022 | 05/2022 |
| Lincoln Investment Llc | Omaha | NE | 05/2022 | 01/2026 |
| Capital Analysts | Omaha | NE | 05/2022 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Omaha | NE | 01/2026 | Present |
(1)Name of Business: Croker & Associates LLC Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is our main practice LLC that we own our business in and run all revenue and expenses through. (2)Name of Business: Croker Group Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 681, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is just a DBA for Croker and Associates and how we hold ourselves out to the public (3)Name of Business: Croker Properties Address: 12803 Reynolds St, Omaha, NE, 68142, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/22/2026 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: Eric Luebbe Insurance 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: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Role: Partner; Eric Luebbe is the guy/company we do all our home and auto insurance for our clients with - we own 40% of all the business we send to him on revenue and ownership (5)Name of Business: Haas Consulting LLC Address: 12803 Reynolds St., Omaha, NE, 68142, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just a passthrough holding company that I hold my equity in Croker & Associates, dba Croker Group. (6)Name of Business: Mana Insurance Group Address: 9839 S 168th Ave Suite 2B, Omaha, TX, 68136-1113, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Role in activity: Partner; Adrian Motes and Mana Insurance Group is the guy/company we do all our Medicare supplements for our clients with - we own 40% of all the business we send to him on revenue and ownership. (7)Name of Business: MCR3 Investments LLC Address: 12803 Reynolds St., Omaha, NE, 68142, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2023 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 an LLC used to invest in passive, private investments only.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-23 |
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