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2630 Eastside Blvd., Beatrice, NE 68310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Garnett Insurance Solutions, Llc | Beatrice | NE | 02/2016 | 12/2018 |
| Primary Wealth Management, Llc | Beatrice | NE | 02/2016 | Present |
1) PDG ENTERPRISES, LLC; (non-investment related); 2630 Eastside Blvd., Beatrice, NE; Family company to invest in business opportunities and to utilize gifting for personal estate planning; Managing Member; start date 8/2007; 20 hrs/month; 5 hrs during trading hours; determine the business opportunities for investment. 2)Garnett Family Farms, LLC; (not investment related); 5500 Merle Hay Rd, #14, Johnston, IA; chicken and egg-layer facilities and agriculture; Managing Member; 1997; 2 hrs/month; 2 hrs/month during trading; business manager 3)E Energy Adams, LLC; (investment related); 13238 E. Aspen Rd. Adams, NE; ethanol plant investment; limited investor; 2008; 0 hrs/month; 0 hrs/month during trading; no duties 4) Truman State University President's Advisory Council; (not investment related), 100 E. Normal Ave., Kirksville, MO; Advisory Council; Council Member; start date 03/2018; 1.5 hours/month; 0 hrs/month during trading; advise the university on various matters; 5) Truman State University Foundation; (investment related), 100 E. Normal Ave., Kirksville, MO; Board Member and Chairman of Investment Committee; start date 03/2021; 5 hours/month; 1 hrs/month during trading; advise the university on various matters 6) Legend Agency, LLC; (non-investment related); 23 Southwood Drive, Morris Plaines, NJ 07950; shareholder in sports agency; start date 08/2025; 0 hrs/month; 0 hrs/month during trading. 7) Rare Earth Salts, Inc. (non-investment related); 5331 Element Avenue, Beatrice, NE 68310; Rare earth metal extraction; Board of Managers; start date 08/2019; 4 hrs/month; 0 hrs/month during trading; no duties. 8) Garnett Insurance Solution, LLC; (investment related); 2630 Eastside Blvd., Beatrice, NE; Insurance Sales; Insurance agent; start date 02/2016; 5 hrs/month all during trading hours; sells life insurance when appropriate. 9) GIS, LLC, 2630 Eastside Blvd., Beatrice, NE; Advise and consult on investment related transactions; Owner; start date 08/2013; 40 hrs/week all during trading hours. 10) Premiere Bookkeeping, LLC; not investment-related, 2630 Eastside Blvd., Beatrice, NE 68310; Bookkeeping services to individuals, organizations, and business owners (non-investment related); Owner; started 2015; 1 hour per month/0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-11 |
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