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444 Regency Parkway Drive Suite 201, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-05 |
Branch Locations
444 Regency Parkway Drive Suite 201, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Market Sales, Inc. | Omaha | NE | 01/2017 | 07/2025 |
| Sequent Planning, Llc | Omaha | NE | 04/2017 | 07/2025 |
| Prairiesmarts Llc | Omaha | NE | 05/2012 | 11/2016 |
| Adaptive Advice, Llc | Omaha | NE | 12/2025 | Present |
| Cfo Systems Llc | Omaha | NE | 09/2025 | 06/2026 |
| Chochonm Llc | Omaha | NE | 09/2025 | Present |
| Hilgers Pllc | Lincoln | NE | 06/2026 | Present |
(1) Insurance agent (non-investment related), Position: Agent. 20925 Timberlane Drive, Elkhorn, NE 68022. Mr. Chochon's responsibilities include offering insurance policies such as life, fixed indexed annuities and long-term care to individuals as part of their financial plan. He is an independent insurance agent. Start date: September 2020. He spends approximately 0 - 15% of his time each month on this activity. (2) Chochonm LLC (non-investment related),Position: Executive. 20925 Timberlane Drive, Elkhorn, NE 68022. Mr. Chochon's responsibilities include consulting with businesses regarding technology advances such as artificial intelligence. He is an independent consultant who works with small to large companies in the capacity of a strategic and outsourced/consultant. Start date: September 2025. He spends approximately 0 - 10% of his time each month on this activity. (3) Hilgers PLCC (non-investment related), Position: Chief Financial Officer. 1320 Lincoln Mall, Suite 200, Lincoln, NE, 68508. Mr. Chochon's responsibilities include strategic planning, budgeting and forecasting, mergers and acquisitions, and other financial projects. Start date: June 2026. He spends approximately 80% to 90% of his time each month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
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