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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-03-11
  • NE RA
    APPROVED
    Since 2025-03-11

Branch Locations

1303 Andrews Drive Suite A, Norfolk, NE 68701 • 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
Insight Financial Planning Norfolk NE 05/2024 Present
First National Bank Of Omaha Wayne NE 02/2022 05/2024
Wayne State College Wayne NE 09/2021 01/2023
Michael Kors San Ysidro CA 10/2020 01/2021
Bath & Body Works Chula Vista CA 07/2020 10/2020
Compass Group Wayne NE 09/2021 09/2022
Karina's Mexican Restuarant Chula Vista CA 06/2020 08/2020
Full-Time Education (Hs) Chula Vista CA 01/2014 06/2020
Unemployed Wayne NE 01/2020 09/2021
Osaic Wealth Inc Norfolk NE 10/2024 Present
  • 05/2024 → Present
    Insight Financial Planning
    Norfolk, NE
  • 02/2022 → 05/2024
    First National Bank Of Omaha
    Wayne, NE
  • 09/2021 → 01/2023
    Wayne State College
    Wayne, NE
  • 10/2020 → 01/2021
    Michael Kors
    San Ysidro, CA
  • 07/2020 → 10/2020
    Bath & Body Works
    Chula Vista, CA
  • 09/2021 → 09/2022
    Compass Group
    Wayne, NE
  • 06/2020 → 08/2020
    Karina's Mexican Restuarant
    Chula Vista, CA
  • 01/2014 → 06/2020
    Full-Time Education (Hs)
    Chula Vista, CA
  • 01/2020 → 09/2021
    Unemployed
    Wayne, NE
  • 10/2024 → Present
    Norfolk, NE
Other Businesses

1. VAN BINSBERGEN AND ASSOCIATES POSITION: Maintenance NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2024 ADDRESS: 40 S 1st St, Montevideo MN 56265, United States DESCRIPTION: Maintain an apartment building, clean, vacuum. 2. INSIGHT FINANCIAL PLANNING POSITION: Life Insurance Producer NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 10 START DATE: 08/06/2025 ADDRESS: 1303 Andrews Drive, Suite A, Norfolk NE 68701, United States DESCRIPTION: conduct conversations with potential and existing clients to understand their financial situation, goals, and risk tolerance in order to recommend appropriate life insurance solutions. 3. INSIGHT FINANCIAL PLANNING POSITION: Notary NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/21/2025 ADDRESS: 1303 Andrews Drive, Suite A, Norfolk NE 68701, United States DESCRIPTION: Acting as an impartial witness, verifying the identity of document signers, and ensuring they sign willingly without coercion 4. INSIGHT FINANCIAL PLANNING POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 3/2025 - LOCATED AT 1303 ANDREWS DR STE A NORFOLK NE 68701 IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 03/07/2025 ADDRESS: 1303 Andrews Drive, Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales Financial Advisor. 5. HISPANIC BUSINESS COUNCIL POSITION: Core Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2026 ADDRESS: 609 W Norfolk Ave, Norfolk NE 68701, United States DESCRIPTION: Help plan local holiday & networking events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07

View on SEC IAPD

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