Morgan B Heyen

Current Employers

Employment History

• 09/2017 → 07/2025
  Stifel
  Lincoln, NE
• 01/2013 → 09/2017
  Wells Fargo Bank
  Lincoln, NE
• 07/2025 → Present
  Newedge Advisors
  New Orleans, LA
• 07/2025 → Present
  Newedge Securities, Llc
  Pittsburgh, PA

Previous Registrations

• 2019-11-04 → 2025-07-29
  Stifel, Nicolaus & Company, Incorporated
  Lincoln, NE

Other Businesses

1. Cleartrek Wealth Partners* Yes Invest*Lincoln NE *Cleartrek Wealth Partners is our RIA Firm name where we do business under.*7/21/25*Director of Client Service*administrative duties*160 Hrs Trade/160 Non Trade 2.CrossMMG*No Invest*Ruston,LA*Cleartrek Wealth Partners uses CrossMMG to process out payroll and benefits.*7/21/25*Director of Client Service*administrative duties*160 Hrs Trdae/160 Non trade 3. Zeman Elementary School Volunteer* No Invest*Lincoln NE *volunteer activities associated with my child's elementary school*1/1/25*Volunteer*volunteer to support the PTO organizations including assisting on field trips, and volunteering at various events throughout the year including school book fair, holiday shop, playground cleanup, annual fundraiser distribution*1 Hr trade/0 non trade 4. Nebraska Secretary of State (Notary Division)*Lincoln NE * No Invest*Notarial activities*1/1/25*Notary Public*Notarial activities*1 hr Trade/1 Non trade 5. gift wrapping services* Non Invest*Lincoln NE *gift wrapping services for friends and family during the holiday season*11/1/25*Owner*gift wrapping services for friends and family during the holiday season*4 Hrs trade/0 Non trade 6. Power of Attorney for Spouse (Kyle J Renteria)* No Invest*Lincoln NE *Power of Attorney*6/26/19*Power of Attorney*Durable POA for spouse (Kyle J Renteria)*0 Hrs 7. Kyle Tile Inc* No Invest*Lincoln NE *my husband's Tile Business, I am treasurer and director of S Corp - this is my husband's company. He does tile setting work for commercial and residential customers.*9/1/18*Treasurer*payroll, bookkeeping*2 Hrs Trade/0 Non trade

Exams

• S66 Uniform Combined State Law Examination
  2019-11-04

Other Names

• Morgan Heyen