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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-06-30 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
2425 N Woodbine Road, Suite B & E, Saint Joseph, MO 64506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gertsema Wealth Advisors | St. Joseph | MO | 03/2021 | 10/2022 |
| Homemaker | St. Joseph | MO | 01/2021 | 03/2021 |
| Cliftonlarsonallen Llp | St. Joseph | MO | 09/2013 | 01/2021 |
| Gertsema Wealth Advisors | St. Joseph | MO | 10/2022 | Present |
| Gertsema Wealth Advisors | St. Joseph | MO | 07/2021 | 10/2022 |
| Cwm, Llc | Omaha | NE | 03/2021 | Present |
1. NAME OF OTHER BUSINESS: Instacart INVESTMENT-RELATED: No NATURE OF BUSINESS: Delivery POSITION: Driver/Shopper APPX. HRS/MONTH: 6 % APPX HRS/MONTH DURING TRADING HOURS: 25 DUTIES: Pick up items and deliver to customers. 2. NAME OF OTHER BUSINESS: St. Joseph Catholic Academy INVESTMENT-RELATED: No NATURE OF BUSINESS: School POSITION: Board Member APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board Member 3. NAME OF OTHER BUSINESS: Door Dash INESTMENT-RELATED: No NATURE OF BUSINESS: Delivery POSITION: Driver APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Pick up items and deliver to customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-30 |
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