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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2008-10-10 |
Branch Locations
217 S 4Th St, O'NEill, NE 68763 • United States
2006 Market Lane, Norfolk, NE 68701 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
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 |
|---|---|---|---|---|
| Reiser Insurance | O'NEill | NE | 07/2004 | Present |
| United/Mutual Of Omaha | Omaha | NE | 09/2006 | Present |
REISER INSURANCE GROUP,LLC and/or "Reiser Insurance;" Start date: 01/01/2014; Non-Investment Related; Insurance Lines of Business: Property and Casualty and/or "P&C." Life, Long Term Care, Disability, Critical Illness, Medicare Supplement. Approximately 4-8 hours per week during trading hours. OCI, Insurance Agent; Start Date:05/01/2007; Non-Investment Related; Insurance Lines of Business: HEALTH, Life, Annuity, DENTAL, VISION & MED SUPP INS SALES. Approximately 8-10 hours per week during trading hours. REISER WEALTH MANAGEMENT, LLC.-Marketing name used in conjunction with financial services. 1/3 Partner / 1/3 Owner, CAM Holdings, LLC, Start Date: 03/01/2017; Non-Investment Related; Duties and Responsibilities: Use for holding a commercial building; Approximately 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-14 |
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