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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heinen Bros Agra Service | Seneca | KS | 02/2016 | 10/2016 |
| Cdg, Inc. | Scribner | NE | 10/2016 | 11/2016 |
| Mennonite Disaster Service | Detroit | MI | 11/2016 | 05/2017 |
| Centura Hills | Cairo | NE | 06/2017 | 09/2017 |
| Cdg, Inc. | Scribner | NE | 10/2017 | 11/2017 |
| Cls Investments, Llc | Omaha | NE | 12/2017 | 12/2018 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 01/2019 | 12/2022 |
| Brinker Capital Securities | Berwyn | PA | 11/2021 | 12/2022 |
| Fbl Financial Services | West Des Moines | IA | 11/2022 | 01/2024 |
| Fbl Marketing Services Llc | West Des Moines | IA | 02/2023 | 02/2024 |
| Fbl Financial Group | West Des Moines | IA | 02/2024 | 02/2024 |
| Brinker Capital Securities | Philadelphia | PA | 08/2024 | Present |
| Orion Portfolio Solutions | Omaha | NE | 08/2024 | Present |
| Cdg, Inc. | Scribner | NE | 03/2024 | 07/2024 |
1) Gallery Estates; Not investment related; PO Box 280, Cairo, NE 68824; Shareholder; 03/01/2022; 1 hr/mo; 0 hrs during trading; Invested with In-laws to purchase land for development on a golf course. 1) CDG, Inc., Not investment related; 1365 CO Rd 17, Hooper, NE 68031; Shareholder and general farm labor for the family farm; 01/01/2003; 2 hrs/mo; 0 hrs during trading; Seasonal help as general farm labor on an as-needed basis.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-12 |
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