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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2016-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christensen Brozek Faltys, Pc | Norfolk | NE | 11/2013 | Present |
| Cbf Wealth Management | Norfolk | NE | 10/2016 | Present |
Norfolk Area Chamber of Commerce - not investment related - 609 W Norfolk Ave Norfolk, NE 68701 - Non-Profit - Budget Committee Member - Approx 2 hours monthly/ 0 hours during securities trading hours Sacred Heart Parish Endowment Committee - not investment related - 204 South 5th St Norfolk, NE 68701 - Non-Profit - Board Member - Approx 2 hours per month/0 hours during securities trading hours McMill CPA & Advisors - not investment related - 125 S. 4th St Norfolk, NE - CPA Firm - 11/4/2013 - Approx 167 hours monthly - approx 167 hours during security trading hours - preparation of tax returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
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