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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-19 |
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 |
|---|---|---|---|---|
| Woodbury Financial | Lincoln | NE | 06/2004 | 01/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | Present |
1) DON R SVOBODA, CLU, CHFC; NON INVT REL; 5831 SOUTH 58TH, SUITE E, LINCOLN, NE 68516; NONVARIABLE INSURANCE PRODUCTS; SALES; START 01/01/1978; 7 HRS/MTH; NONE DURING TRADING; SALES & SERVICE OF INSURANCE PRODUCTS. 2) MIDWEST FINANCIAL GROUP, INC. DBA FINANCIAL PARTNERS POSITION: Director NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2018 ADDRESS: 5831 South 58th Street, Suite D, Lincoln NE 68516, United States; DESCRIPTION: Sell and service traditional insurance products 3) DON R SVOBODA, CLU, CHFC POSITION: Owner NATURE: Sole Proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1978 ADDRESS: 5831 South 58th Suite E, Lincoln NE 68516, United States DESCRIPTION: Sales and service of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-04 |
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