Christopher Patrick O'COnnell

Current Employers

Employment History

• 07/2003 → 01/2018
  Mutual Of Omaha
  Omaha, NE
• 03/2018 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 03/2018 → 06/2024
  Securities America Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2018-03-30 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Omaha, NE
• 2011-01-21 → 2017-12-20
  Mutual Of Omaha Investor Services, Inc.
  Pleasant Hill, IA
  O'NEill, NE
  Iowa City, IA
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Fremont, NE
  Omaha, NE
  Omaha, NE
  Topeka, KS
  Atlantic, IA
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Grand Island, NE
  Overland Park, KS
  Lincoln, NE
  W Des Moines, IA
  Omaha, NE
  Omaha, NE
  Davenport, IA
  Omaha, NE
  Winterset, IA
  Lincoln, NE
  Moline, IL
  Lincoln, NE
  Norfolk, NE
  Lincoln, NE
  Adel, IA

Other Businesses

1. Securities America Advisors Position: Financial advisor Nature: Advisory Investment Related: Yes Hours: 160 Securities Trading Hours: 8 Start Date: 04/02/2018 Address: 17117 OAK DRIVE STE A, Omaha NE 68130 2. Futurity First Insurance Group, Mid Plains Financial Advisors (dba) Position: Managing Director Nature: Futurity First Insurance Group Investment Related: Yes Hours: 200 Securities Trading Hours: 85 Start Date: 02/16/2018 Address: 17117 OAK DRIVE STE A, Omaha NE 68130 3. CDTS, LLC Position: President Nature: Property and Real Estate. Physical address of this property is 2467 Fort Sidney Rd, Sidney, NE 69162 Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 09/01/2017 Address: 1325 S. 184th Cir, Omaha NE 68130 4. O'Connell Home Design Center Position: President Nature: Family lumber yard business in Sidney, NE. Physical location of this facility is 633 10th Ave. Sidney , NE 69162 Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 09/16/2009 Address: 1325 S. 184th Cir, Omaha NE 68130 5. DBA: Lifetime Retirement Partners 6. ALL ACCESS BROKERAGE, LLC POSITION: Owner only NATURE: Insurance brokerage operation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/06/2019 ADDRESS: 8420 W. Dodge Rd., STE 510, Omaha NE 68114 DESCRIPTION: This is a brokerage operation for insurance agents to access insurance products. I will be an owner and oversee operations and manage the brokerage manager we have running the operation. 7. HOLMES MURPHY HEALTH INSURANCE REFERRAL PROGRAM POSITION: person that refers business NATURE: Referral compensation for a Group Health Case with Holmes Murphy INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 17117 Oak Drive, Ste A, Omaha NE 68130 DESCRIPTION: This is a referral program to Holmes Murphy who does group health insurance , which I refer potential businesses to and they pay a small referral compensation for this activity. 8. LIFETIME MEDICARE PARTNERS POSITION: producer NATURE: This is a strickly a DBA for Medicare Sales. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 17117 Oak Drive, Ste A, OMAHA NE 68130-2193, United States DESCRIPTION: This is strickly a DBA for Medicare Sales.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-10
• S63 Uniform Securities Agent State Law Examination
  1997-04-11

Other Names

• Christopher Patrick Oconnell