Marc William Werkmeister

Current Employers

Employment History

• 03/2000 → Present
  Werkmeister Farms
  Maywood, NE
• 05/2010 → 12/2018
  Sagepoint Financial Inc.
  Phoenix, AZ
• 03/2015 → Present
  Professional Financial Advisors, Llc
  North Platte, NE
• 03/2016 → Present
  Donna'S Office Service, Llc
  North Platte, NE
• 09/2017 → Present
  Priority Adult Learning Institute
  North Platte, NE

Previous Registrations

• 2010-05-24 → 2018-12-31
  Osaic Services, Inc.
  North Platte, NE
• 2006-08-30 → 2010-05-28
  Waddell & Reed
  Grand Island, NE
  North Platte, NE
  Grant, NE
  Grant, NE
  Savage, MN

Other Businesses

1. WERKMEISTER FARMS; NOT INVESTMENT RELATED; MAYWOOD, NE; FARM & RANCHING; CO-OWNER/OPERATOR; 03/2000 TO PRESENT; APPROXIMATELY 1 HOUR/MONTH, 0 DURING MKT HOURS. 2. PFA Insurance Solutions; INVESTMENT RELATED; 501 S. JEFFERS PO BOX 1070, NORTH PLATTE NE 69103; INSURANCE AGENCY; INSURANCE AGENT AND OWNER; 07/2006 TO PRESENT; APPROXIMATELY 10 HOURS/MONTH. 3. MARC WERKMEISTER; INVESTMENT RELATED; 601 E. 3RD ST, NORTH PLATTE NE 69101; SOLE PROPRIETOR, OWNER OF RESIDENTIAL INVESTMENT PROPERTY; STARTED 10/1/2009; APPROXIMATELY 1 HOUR/MONTH, 0 DURING MKT HOURS; DUTIES: I OVERSEE, COLLECT RENTS, AND FIND TENANTS. 4. DONNA'S OFFICE SERVICE; NOT INVESTMENT RELATED; ADDRESS: 501 S. Jeffers, North Platte NE 69101; NATURE: LLC; POSITION: Partner; START DATE: 03/01/2016; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; DESCRIPTION: Oversee Business from High Level. Help with staffing and budgeting. 5. Priority Adult Learning Institute; Investment related; 501 S Jeffers St. North Platte, NE 69101; Owner; Instruct Adult Education classes through local colleges within the Midwestern region; Start date: 9/2017; 5 hours/month, 0 during market hours; Duties: provide/teach quality information concerning the current/future financial environment. 6. PLATTE INSURANCE SERVICES; INVESTMENT RELATED; ADDRESS: 501 S. Jeffers, North Platte NE 69101; NATURE: Insurance Agency; POSITION: Owner; START DATE: 8/01/2017; Approximately 1 hour/month during security trading hours; DESCRIPTION: I am an owner, but not involved in day-to-day activities. The insurance agency sells Medicare supplement policies. 7. Mud Dogs, LLC , DBA Super Suds; Not investment-related; PO Box 104, North Platte NE 69103; 121 W Leota, North Platte NE 69101; Nature: Car wash; Title with business: Partner; Start date: 11/01/2025; Approximately 4 hours/month devoted to this activity with approximately 1 hour/month during securities trading hours; Duties: Bookkeeping, Consultant, Long-term Strategy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-28
• S63 Uniform Securities Agent State Law Examination
  2006-08-03