Sam Beard

Current Employers

Employment History

• 05/2018 → Present
  Omaha Country Club
  Omaha, NE
• 08/2023 → 07/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 08/2023
  Renaissance Financial
  Omaha, NE
• 01/2022 → 08/2022
  Happy Hollow Club
  Omaha, NE
• 02/2021 → 06/2021
  Dundee Bank
  Omaha, NE
• 10/2017 → 03/2018
  Omaha Sports Academy
  Omaha, NE
• 08/2022 → 05/2024
  University Of Nebraska-Lincoln
  Lincoln, NE
• 08/2020 → 05/2022
  University Of Nebraska At Omaha
  Omaha, NE
• 08/2016 → 05/2020
  Elkhorn High School
  Elkhorn, NE
• 07/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: OMAHA COUNTRY CLUB; INVESTMENT RELATED: NO ADDRESS: 6900 COUNTRY CLUB RD, OMAHA, NE 68152; NATURE OF BUSINESS: GOLF COUNTRY CLUB; START DATE: 05/2018; POSITION/TITLE/RELATIONSHIP: CADDIE; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: CARRY GOLF CLUBS AND PROVIDE GOLF ADVICE FOR MEMBERS ON THE GOLF COURSE AT OMAHA COUNTRY CLUB; 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMPREHENSIVE FINANCIAL PLANNING FIRM; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL LITERACY TO CLIENTS; 3. NAME OF OTHER BUSINESS: RT CHARITABLE FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 12950 N. 1ST ST, RAYMOND, NE 68428; NATURE OF BUSINESS: BOARD; START DATE: 4/2003; POSITION/TITLE/RELATIONSHIP: DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE CHARITY FOR COLLEGE SCHOLARSHIPS; 4. NAME OF OTHER BUSINESS: OMAHA COUNTRY CLUB ALUMNI ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 6900 COUNTRY CLUB RD NATURE OF BUSINESS: BOARD START DATE: 11/12/2025 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP RAISE FUNDS FOR CADDIE SCHOLARSHIPS AND CONNECT CADDIE ALUMNI

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30