Laurie Jean Ortman

Current Employers

Employment History

• 11/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Omaha, NE
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Omaha, NE

Previous Registrations

• 2009-02-03 → 2015-11-30
  Spc
  Omaha, NE
  Ann Arbor, MI
• 2004-03-05 → 2009-02-20
  Main Street Advisors, Llc
  Omaha, NE

Other Businesses

Business Ownership; Ortman Enterprises Inc; ; It is used for my husband's business only. He sells life and health insurance and is not securities licensed.; 10410 Monroe St Omaha NE 68127, ,; Not Investment-Related; 04/01/2013; 1 to 9 hours per month; 0 during trading hours / Onward Holdings I, LLC; Partial Owner, no direct day-to-day responsibilities.; Ownership of an Ameriprise financial services practice; 11819 Miracle Hills Dr #101, , Omaha, NE, 68154; Investment-Related; 12/07/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Flagship Partners Inc; Assist with processing payroll and 401k deposits by employees.; Financial advising; 11819 Miracle Hills Drive, Suite 101, Omaha, NE, 68154; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Flagship Partners Inc.; Financial Advisor - Operations and Management of staff along with AFA duties; ; 11819 Miracle Hills Dr #101, , Omaha, NE, 68154; Investment-Related; 07/18/2019; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-06
• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1999-02-27

Other Names

• Laurie Jean Nickels
• Laurie Flockhart
• Laurie Jean Ortman