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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED | 2022-03-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shonsey Wealth Management | Omaha | NE | 12/2007 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 07/2020 |
| Lpl Financial Llc | Omaha | NE | 08/2020 | 01/2022 |
| Brokers International Financial Services | Omaha | NE | 03/2022 | Present |
1. Shonsey Wealth Management; investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; DBA for securities; Owner; 01/01/2010; 160 hours per month, 130 hours during securities hours; Owner/sales and service 2. Insurance Agent; not investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; Insurance Agent; 01/01/2012; 10 hours per month, 10 hours during securities hours. Sales of Insurance products. 3. TR Financial; Investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; DBA for securities and advisory; Financial Consultant; 01/02/2012; 160 hours per month; 130 hours during security hours; Sales and service of securities and advisory products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-04 |
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