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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-15 |
Branch Locations
109 E 52Nd Street, Kearney, NE 68847 • United States
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthplan Partners | Kearney | NE | 12/2023 | Present |
| University Of Nebraska - Kearney | Kearney | NE | 08/2018 | 08/2024 |
| Wilbur-Clatonia Public Schools | Wilber | NE | 08/2014 | 08/2018 |
University of Nebraska - Kearney; Professor of Business, Director of the Center for Economic Education; Not Investment Related; 1917 W 24th Street, Kearney, NE; 08/2018; 32 hours per week duriing trading hours; Teach classes for UNK online and advise students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
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