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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Mishawaka | IN | 07/2006 | 01/2024 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2024 | Present |
| Verso Financial | Mishawaka | IN | 01/2024 | Present |
| Verso Insurance Partners | Mishawaka | IN | 07/2026 | Present |
Verso Financial; inv rel; same as branch; Insurance Services; Lead Advisor; start date=01/2024; hrs/mo=40; trading hrs/mo=40; Meeting with clients and providing recommendations * Canvas Tax Services, LLC; non inv rel; 3930 Edison Lakes Pkwy, Mishawaka, IN 46545; Tax preparation services; Employee; start date=01/2024; hrs/mo=0; trading hrs/mo=0; Help recruit employee talent and refer client relationships * VERSO INSURANCE PARTNERS POSITION: Partner/General Partner NATURE: The purpose of this business is to have a focused entity to help increase insurance sales in life, health, and disability. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2026 ADDRESS: same as branch DESCRIPTION: I will help facilitate client meetings and discussions about insurance products. Michael Kohles is the new insurance expert and I will be tasked with connecting him to clients that we see as good opportunities for insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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