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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-11 |
Branch Locations
1303 Andrews Drive Suite A, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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