Best Investors Account Sign in
Inactive

Jennifer Lynn Steliga

Find Your Fi

Omaha, NE

CRD 7578248

Claim This Profile
Employer firm

Find Your Fi CRD 322147

11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Find Your Fi

Omaha, NE • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-06
CA RA APPROVED 2023-02-16
NE RA APPROVED 2022-10-31
  • TX RA
    APPROVED_RES
    Since 2024-02-06
  • CA RA
    APPROVED
    Since 2023-02-16
  • NE RA
    APPROVED
    Since 2022-10-31

Branch Locations

Omaha, 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
Time Well Spent Financial Coaching Llc D/B/A Find Your Fi Omaha NE 04/2022 Present
Jenn Steliga Coaching Omaha NE 04/2022 02/2024
Donnelly Wealth Advisors (Acquired By Ep Wealth Advisors) San Diego CA 04/2017 12/2018
Unemployed San Diego CA 03/2016 03/2017
Jenn Steliga Coaching Llc San Diego CA 01/2019 03/2022
  • 04/2022 → Present
    Time Well Spent Financial Coaching Llc D/B/A Find Your Fi
    Omaha, NE
  • 04/2022 → 02/2024
    Jenn Steliga Coaching
    Omaha, NE
  • 04/2017 → 12/2018
    Donnelly Wealth Advisors (Acquired By Ep Wealth Advisors)
    San Diego, CA
  • 03/2016 → 03/2017
    Unemployed
    San Diego, CA
  • 01/2019 → 03/2022
    Jenn Steliga Coaching Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-11
  • S65 Uniform Investment Adviser Law Examination
    2022-02-11
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Pollard
  • Jennifer Umemoto

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor