Brandon Daniel Dirkschneider

Current Employers

Employment History

• 01/2013 → 08/2020
  Cetera Advisors Llc
  Denver, CO
• 08/2016 → Present
  D Financial Inc.
  Omaha, NE
• 01/2014 → Present
  Insurance Design Management
  Omaha, NE
• 08/2020 → 01/2022
  Lpl Financial Llc
  Omaha, NE
• 03/2022 → Present
  Valmark Securities, Inc.
  Akron, OH
• 03/2022 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2020-09-04 → 2022-02-23
  Lpl Financial Llc
  Omaha, NE
  San Diego, CA
  Omaha, NE
• 2011-01-07 → 2020-09-01
  Cetera Advisors Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Callaway, NE

Other Businesses

1.) INSURANCE DESIGN MANAGEMENT, LLC - Insurance Agency; Omaha, NE; Insurance sales; investment related; start: 08/2015; 200 hours/month. /// 2.) D FINANCIAL INC. Blair, NE; Owner of Business Entity For Tax/Investment Purposes; not investment related; start: 08/2016. /// 3.) Cattle Ownership - Not Investment Related - Home Based - Other-Buying and Selling Cattle - Owner - Start Date: 03/01/2020 - 6 Hours Per Month/0 Hours During Securities Trading/// 4.) Board member; International Farm Transition Network; Ames, IA; Non profit organization to educate the public on succession planning issues; start 06/2020; not investment related; no compensation. /// 5.) St. Francis Borgia; Blair, NE; Finance Committee Member of Catholic Parish; start- 07/2014; not investment related; no compensation./// 6.) Knights of Columbus; Blair, NE; Board Member; Charitable works and service to our parish and community; start 06/2008; no compensation./// 7.) The Johnson Company; Ashland, NE; Successor/Agent; Fixed Insurance Sales; Service current client's and transition relationships; 11-20 hours/month; not investment related; compensation in the form of commissions./// 8.)United Way of the Midlands; Omaha, NE; start 06/2022; Finance Committee Member for Non-profit; Assist and review annual budget items and review the investment policy statement; not investment related./// 9.)Coordinated Planning; Elkhorn, NE; Member; 25% owner; start 12/2022; Financial Planning and Investment Advisory services; Insurance Consultation, financial planning, client education; investment related. /// 10.) Coordinated Planning LLC; Elkhorn, NE 68022; Financial Planning; Owner/Member; Director of Case Management; YES Investment Related; Start Date 12/01/2022; Approximately 21-40 hrs. per month; Compensated by K-1 and W2 income. /// 11.) Rental Property; 1590 A Road West Point, NE 68788; NOT Investment Related; Start date 07/01/2024; I own 100% if the property; Approximately 1-5 hrs. per month; Rental income to myself./// 12.) The River Bluff Cabin LLC; 338 S. Farragut Street West Point, NE 68788; Rental Property to be listed on VRBO; Single Member LLC; Property Management; NOT investment related; Start date 06/01/2025; I own 100% of the property and LLC interest; 1-5 hrs approximate per month; All net income we be paid out to myself as owner./// 13.) St. Mary's Catholic Church; 343 N Monitor St, West Point, NE 68788; Parish Council; Board Member; Providing guidance on issues facing the parish and its members; NOT Investment Related; Start Date 06/21/2024; Approximately 1-5 hrs. per month; No compensation is applicable./// 14.) Catholic Futures Foundation Investment Committee; Omaha, NE 68164-3817; members of the Investment/Finance Committee will provide counsel for the Stewardship and Development Office in matters related to the financial operations of the Catholic Futures Foundation of Northeast Nebraska (CFF); Board Member; This committee reports and makes recommendations to the Board and is responsible for the management of all endowment and trust funds for the Corporation. It shall require prompt reports concerning all investments of such funds and shall see that the income, after deduction of legitimate expenses, is paid into the proper fund to which it has been allocated and that both income and principal are used in accordance with any restrictions placed thereon by the donor; Not Investment Related; Start Date 08/19/2026; Approximately 1-5 hrs. a month; No Compensation./// 15. Omaha Archdiocese Legacy Planning Coalition; Omaha, NE 68164-3817; coalition exists to bring together estate planning and financial professionals to educate them on Catholic charitable planning, provide spiritual support, and create a trusted network of Catholic professionals; Board Member; Members emphasized the Coalition's value in increasing awareness of new charitable giving opportunities like the OSN program; Not Investment Related/ 08/01/26; 1-5 hrs. per mo; No Compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-30

Designations

Other Names

• Brandon D Dirkschneider