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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-19 |
| TX | RA | APPROVED | 2022-10-19 |
Branch Locations
11808 Miracle Hills Dr Suite 105, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Omaha | NE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Omaha | NE | 10/2022 | Present |
H20 WEALTH MANAGEMENT LLC DBA HERZBERG OLSEN WEALTH MANAGEMENT, INV RELATED, OMAHA, NE, 50% OWNERSHIP, START 2/7/2022, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR H2O WEALTH MANAGEMENT LLC 401K, INV RELATED, OMAHA, NE, START: 2/7/2022, 160 HOURS A MONTH, 160 HOURS DURING TRADING, FINET PRACTICE 401K.; TRUSTEE FOR SPOUSE'S TRUST, INV RELATED, OMAHA, NE, START: 3/23/2023, 2 HOURS A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-08 |
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