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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-09 |
| NE | RA | APPROVED | 2020-01-16 |
Branch Locations
570 Fallbrook Blvd Ste 103, Lincoln, NE 68521 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Lincoln | NE | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Lincoln | NE | 03/2017 | 01/2020 |
| Mass Mutual Life Insurance Company | Lincoln | NE | 09/2016 | 01/2020 |
| Ameriprise Financial Services Inc | Lincoln | NE | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Lincoln | NE | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 45th St, , Lincoln, NE, 68510; Not Investment-Related; 01/27/2020. Independent Insurance Brokering; Blue Cross Blue Shield; 05/01/1994; / Aascendo; 01/01/2021; / Allstate; 03/01/2020; / Mutual of Omaha; 08/01/1984; Group / United Health Care; 01/30/2026; Group, Health / Medico; 03/15/2026; Medicare Supplement. Business Ownership; RH Wilhelm Inc.; Owner and Operator; Personal S-Corp; 1301 Piper Way, , Lincoln, NE, 68527; Not Investment-Related; 05/13/2020; 1 to 9 hours per month; 0 during trading hours. Board of Directors; St. John's Catholic Church; Financial Committee Member; Vine St, , Lincoln, NE, 68505; Not Investment-Related; 01/02/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-27 |
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