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Taylor Edward Anderson

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-02-03
  • NE RA
    APPROVED
    Since 2025-02-03

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • 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
Charles Schwab & Co., Inc. Westlake TX 07/2023 05/2024
Charles Schwab Omaha NE 02/2023 07/2023
Randstad San Diego CA 09/2022 02/2023
Cornhusker Bank Lincoln NE 08/2019 09/2022
Lincoln Federal Savings Bank Lincoln NE 06/2017 08/2019
Hy-Vee Lincoln NE 06/2015 08/2017
Charles Schwab Omaha NE 05/2024 07/2024
Retire Smart, Llc Omaha NE 07/2024 01/2025
Retire Smart, Llc Omaha NE 01/2025 Present
Smart Wealth, Llc Omaha NE 01/2025 Present
  • 07/2023 → 05/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2023 → 07/2023
    Charles Schwab
    Omaha, NE
  • 09/2022 → 02/2023
    Randstad
    San Diego, CA
  • 08/2019 → 09/2022
    Cornhusker Bank
    Lincoln, NE
  • 06/2017 → 08/2019
    Lincoln Federal Savings Bank
    Lincoln, NE
  • 06/2015 → 08/2017
    Hy-Vee
    Lincoln, NE
  • 05/2024 → 07/2024
    Charles Schwab
    Omaha, NE
  • 07/2024 → 01/2025
    Retire Smart, Llc
    Omaha, NE
  • 01/2025 → Present
    Retire Smart, Llc
    Omaha, NE
  • 01/2025 → Present
    Smart Wealth, Llc
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-23
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2025-01-23
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05
Other Names
  • Taylor Anderson

View on SEC IAPD

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