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Omaha, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-05 |
| NE | RA | APPROVED | 2026-01-05 |
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 |
|---|---|---|---|---|
| Omaha Wealth Management, Llc | Omaha | NE | 06/2016 | Present |
COGAN COMPANY L.L.C.; NOT INVESTMENT RELATED; 6401 PACIFIC ST., OMAHA, NE 68106; RENTAL; OWNER; JULY 1995; 8 HRS/MONTH; NON DURING TRADING HOURS; RENT COLLECTION; MAINTENANCE. TWO GREY HILLS, LLC; MANAGER, RENTAL, 8/2004, 4 HRS/MONTH NOT DURING TRADING HOURS, NOT INVESTMENT RELATED; 5115 S. 79TH AVE, RALSTON, NE, 68127; RENT COLLECTION AND COORDINATING MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-01 |
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