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Inactive

Sara Jane Sweeney

Hbe Wealth Management, LLC

Lincoln, NE

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Current Employers
Hbe Wealth Management, Llc

7140 Stephanie Lane, Lincoln, NE 68516 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
NE RA APPROVED 2023-10-26
  • TX RA
    APPROVED
    Since 2025-09-11
  • NE RA
    APPROVED
    Since 2023-10-26

Branch Locations

7140 Stephanie Lane, Lincoln, NE 68516 • 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
Hbe Wealth Management, Llc Lincoln NE 08/2023 Present
Union Bank & Trust Omaha NE 09/2016 08/2023
United Republic Bank Elkhorn NE 10/2014 09/2016
  • 08/2023 → Present
    Hbe Wealth Management, Llc
    Lincoln, NE
  • 09/2016 → 08/2023
    Union Bank & Trust
    Omaha, NE
  • 10/2014 → 09/2016
    United Republic Bank
    Elkhorn, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-26
  • S65 Uniform Investment Adviser Law Examination
    2023-10-26
Designations
Other Names
  • Sara Willson

View on SEC IAPD

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Other Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

Other Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE

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