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Lane Mitchell Bernstrauch

Independent Financial Partners

Hastings, NE

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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-01-10
  • NE RA
    APPROVED
    Since 2019-01-10

Branch Locations

109 N. Hastings Ave., Hastings, NE 68901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Englund & Lindsteadt Financial Advisors Hastings NE 01/2017 Present
Hastings College Hastings NE 08/2014 05/2018
Hastings College Hastings NE 08/2017 12/2017
Lpl Financial, Llc Hastings NE 03/2017 05/2019
Independent Financial Partners Hastings NE 09/2018 Present
Ifp Securities, Llc Hastings NE 05/2019 Present
  • 01/2017 → Present
    Englund & Lindsteadt Financial Advisors
    Hastings, NE
  • 08/2014 → 05/2018
    Hastings College
    Hastings, NE
  • 08/2017 → 12/2017
    Hastings College
    Hastings, NE
  • 03/2017 → 05/2019
    Lpl Financial, Llc
    Hastings, NE
  • 09/2018 → Present
    Hastings, NE
  • 05/2019 → Present
    Ifp Securities, Llc
    Hastings, NE
Other Businesses

(1) Oakmont Properties, LLC , Address of the OBA - 561 Laura Lane, South Sioux City, NE 68776 , Type of OBA - Real Estate ?Role the rep will have - General Partner Description of the activities - Investment properties to rent , Start Date of the OBA - 4/19/2022 How many hours during the month - 15 (2) Ridgeline Advisors - Investment Related - DBA Name Only - 3606 Cimarron Plaza, Suite 275, Hastings, NE 68901 - DBA Name used for financial services and investment business. (3) Start Over Rover - not investment related - non-profit 501(c)(3) - 134 N Barnes Ave, Hastings, NE 68901 - board member - start date 2/6/2023 - 2 hours/month - 1 hour/month during trading - Attend board meeting and volunteer during their annual fundraiser. (4) Camper Rental on Outdoorsy - not investment related - Hastings, NE - Camper rentals - Owner - start date 5/27/2024 - 4 hours/month - Allow people to rent my travel trailer camper, clean my camper when they are done using it. (5) Pinnacle Group - securities related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date 5/1/2019 - 1 hour/month during trading - fixed insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-10
S63 Uniform Securities Agent State Law Examination 2018-09-12
  • S65 Uniform Investment Adviser Law Examination
    2019-01-10
  • S63 Uniform Securities Agent State Law Examination
    2018-09-12
Designations

View on SEC IAPD

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