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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-08-10
TX RA APPROVED_RES 2023-08-10
  • NE RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10

Branch Locations

12801 Pierce St Ste 300, Omaha, NE 68144 • 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
Td Ameritrade Omaha NE 08/2017 08/2019
Bellhops Omaha NE 07/2016 11/2016
Nebraska Furniture Mart Omaha NE 08/2014 12/2017
Student Omaha NE 07/2008 05/2018
Minnesota Life Insurance Company St. Paul MN 08/2019 08/2023
Securian Financial Services Inc St. Paul MN 08/2019 08/2023
Renaissance Financial Corp Omaha NE 08/2019 Present
Cetera Wealth Services, Llc Omaha NE 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 08/2017 → 08/2019
    Td Ameritrade
    Omaha, NE
  • 07/2016 → 11/2016
    Bellhops
    Omaha, NE
  • 08/2014 → 12/2017
    Nebraska Furniture Mart
    Omaha, NE
  • 07/2008 → 05/2018
    Student
    Omaha, NE
  • 08/2019 → 08/2023
    Minnesota Life Insurance Company
    St. Paul, MN
  • 08/2019 → 08/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 08/2019 → Present
    Renaissance Financial Corp
    Omaha, NE
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Omaha, NE
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-08-07 → 2023-08-10
    Securian Financial Services, Inc.
    Omaha, NE
    St. Paul, MN
  • 2018-12-03 → 2019-08-01
    Td Ameritrade, Inc.
    Omaha, NE
    Westlake, TX
  • 2018-11-30 → 2019-08-01
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: August 2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: August 2019 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. RENTAL PROPERTIES POSITION: Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2023 ADDRESS: 2317 N 151st St, Omaha NE 68116, United States DESCRIPTION: Buying investment/rental properties near his old air force base in OK; renting to pilots in the same training program that Steven went through. Putting houses in LLC 50/50 with Steven. 4. NAME OF OTHER BUSINESS: BIG BROTHERS BIG SISTERS; INVESTMENT RELATED: NO; ADDRESS: 1416 HOWARD ST OMAHA, NE 68102; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/FINANCE COMMITTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MEETINGS, EVENTS, DISCUSSING FINANCE ITEMS FOR THE ORGANIZATION WITH THE BOARD AND PRESENTING TO THE BOARD DURING MEETINGS; 5. NAME OF OTHER BUSINESS: MAKE A WISH NE YOUNG LEADERS COUNCIL ; INVESTMENT RELATED: NO ADDRESS: 1005 S. 107TH AVE STE:102 OMAHA, NE 68114 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 8/1/26 ; POSITION/TITLE/RELATIONSHIP: COMMITTE MEMBER; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE AND ASSIT FOR A MAY 2027 EVENT TO BENEFIT MAKE A WISH FOUNDATION. ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-27
S63 Uniform Securities Agent State Law Examination 2018-08-31
  • S66 Uniform Combined State Law Examination
    2018-11-27
  • S63 Uniform Securities Agent State Law Examination
    2018-08-31
Designations

View on SEC IAPD

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