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Current Employers
Keystone Financial Services, Llc

9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-21
TX RA APPROVED_RES 2020-10-22
NE RA APPROVED 2020-06-05
  • FL RA
    APPROVED
    Since 2021-06-21
  • TX RA
    APPROVED_RES
    Since 2020-10-22
  • NE RA
    APPROVED
    Since 2020-06-05

Branch Locations

9802 Nicholas Street Suite 315A, Omaha, NE 68114 • 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
Cetera Advisor Networks Llc El Segundo CA 01/2013 06/2020
Keystone Financial Services, Llc Omaha NE 06/2020 Present
Cetera Advisor Networks Llc Omaha NE 11/2007 06/2020
Private Client Services Omaha NE 06/2020 Present
  • 01/2013 → 06/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2020 → Present
    Omaha, NE
  • 11/2007 → 06/2020
    Cetera Advisor Networks Llc
    Omaha, NE
  • 06/2020 → Present
    Private Client Services
    Omaha, NE
Previous Registrations
  • 2007-11-09 → 2020-06-30
    Cetera Wealth Services, Llc
    Omaha, NE
    Omaha, NE
    Omaha, NE
Other Businesses

1) ASPIRING EAGLES LLC. 9802 NICHOLAS STREET, #315, OMAHA, NE 68114. RENTAL OF BUSINESS OFFICE. PARTIAL OWNER OF PROPERTY AND KEEP BUSINESS ACCOUNTING AND MAINTENANCE OF THE PROPERTY. 8 HRS/MO; 0 DURING TRADING HRS. 2) INSURANCE. 9802 NICHOLAS STREET, OMAHA, NE 68114. WE SELL LIFE INSURANCE, LONG TERM CARE AND DISABILITY INSURANCE TO OUR CLIENTS. AGENT- SELLING AND SERVICING POLICIES. 3 HRS/MO; 0 DURING TRADING HRS. 3) MOONSTONE POINT LLC. 576 MOONSTONE ROAD, BRECKENRIDGE, CO. SHORT TERM RENTAL PROPERTY. PARTIAL OWNER- ACCOUNTANT AND MAINTENANCE. 10 HRS/MO; 0 DURING TRADING HRS. 4) NANCY LAUG-SHOLIN IS DUALLY REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH KEYSTONE FINANCIAL SERVICES, LLC ("KEYSTONE") AND AS A REGISTERED REPRESENTATIVE WITH PRIVATE CLIENT SERVICES, LLC ("PCS"). BUSINESS IS CONDUCTED FROM 9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE 68114. APPROXIMATELY 90% OF MS. LAUG-SHOLIN'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE OF KEYSTONE AND THE BALANCE AS A REGISTERED REPRESENTATIVE WITH PCS. 5) TRIAD PARTNERS. NOT INVESTMENT RELATED. 9802 NICHOLAS STREET, SUITE 315, OMAHA, NE 68114.OWNERSHIP IN REAL ESTATE. PARTNER. 1/1/2025. 20 HRS/MO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-04-11
  • S63 Uniform Securities Agent State Law Examination
    1986-04-11
Designations
Other Names
  • Nancy J Laug
  • Nancy Jean Laugsholin

View on SEC IAPD

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