Lana Renee Trofholz

Current Employers

Employment History

• 11/2022 → 08/2023
  Securian Financial Services, Inc.
  Saint Paul, MN
• 07/2013 → 01/2024
  Crawford Financial
  Omaha, NE
• 12/2021 → 03/2022
  Carlson Tax And Accounting
  Omaha, NE
• 08/2023 → 01/2024
  Cetera Advisor Networks Llc
  Omaha, NE
• 08/2023 → 01/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Private Client Services, Llc
  Omaha, NE
• 01/2024 → Present
  Keystone Financial Services, Llc
  Omaha, NE

Previous Registrations

• 2023-08-10 → 2024-01-11
  Cetera Investment Advisers Llc
  Omaha, NE
• 2023-03-14 → 2023-08-10
  Securian Financial Services, Inc.
  Omaha, NE
  St. Paul, MN

Other Businesses

1) Lana Trofholz is dually-registered as an investment advisor representative with Keystone Financial Services, LLC - since 01/2024 and as a registered representative with Private Client Services, LLC - since 01/2024. Business is conducted from 9802 Nicholas Street, Suite 315A;, Omaha, NE, 68114. Approximately 90% of Mrs. Trofholz's time is for services as an investment advisor representative and the balance as a registered representative. Keystone Financial Services, LLC and Private Client Services, LLC are not affiliated. 2) Peak Wellness; not investment related; 19876 H St, , Omaha, NE. 68135; Accounts payable and bank reconciliations; accountant; 6/1/2025; 30 hours per month; accounts payable and bank reconciliations 3) Co-Op Insurance Agency; San Diego, CA; ins rltd; agent/broker; fixed ins sales- FL, FA DI, LTC; 11/2022-pres; 1hr/mo; 1 hr/mo trading * RF Brokerage; St. Louis, MO; ins rltd; agent/broker; group insurance sales; 11/2022-pres; 1 hr/mo; 1 hr/mo trading 4) Crawford Financial; not investment related; 19876 H St, , Omaha, NE. 68135; Accounting and Finance; Owner; Start date: 7/1/2013; 65 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2023-02-23

Other Names

• Lana Crosland