Daniel Edward Knudsen

Current Employers

Employment History

• 07/2010 → 06/2024
  Securities America Inc.
  La Vista, NE
• 07/2010 → 06/2024
  Securities America Advisors, Inc
  La Vista, NE
• 12/2006 → Present
  American National Bank
  Omaha, NE
• 09/2010 → 01/2018
  Rotary Club Of Millard
  Elkhorn, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2010-08-13 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Omaha, NE
• 2007-11-29 → 2010-08-12
  Bancwest Investment Services, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Norfolk, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  La Vista, NE
  Omaha, NE
  Omaha, NE
• 2006-03-10 → 2007-11-20
  Msi Financial Services, Inc.
  Omaha, NE
  Omaha, NE
  Overland Park, KS

Other Businesses

1. ANB FINANCIAL SERVICES LLC POSITION: Agent NATURE: Fixed Annuity and Fixed Life commissions get paid to ANB Finacial services LLC, then ANB Finacial Services pays me my percentage of commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/18/2016 ADDRESS: 8990 West Dodge Road, Omaha NE 68114 DESCRIPTION: I am an agent of ANB Finacial Services LLC for my fixed annuity and fixed life business. 2. AMERICAN WEALTH PARTNERS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/29/2010 ADDRESS: 7921 Dodge street, Omaha NE 68114, United States DESCRIPTION: I am an agent. 3. BOARD OF TRUSTEES OVER FACILITIES POSITION: board member NATURE: Board of trustees over facilities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2020 ADDRESS: 15002 Blondo street, Omaha NE 68116, United States DESCRIPTION: We discuss what is needed for the upkeep of the church facilities and request money for the projects from the session 4. KNUDSEN WEALTH ADVISORY POSITION: Owner NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 7921 West Dodge Road, Omaha, Omaha NE 68114, United States DESCRIPTION: This is a corporate account for tax purposes 5. SECURITIES AMERICA ADVISORS POSITION: Financial Advisor NATURE: Financial Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2010 ADDRESS: 7921 Dodge Street, Omaha NE 68114, United States DESCRIPTION: Provide financial services and advise as appropriate. 6. AMERICAN WEALTH PARTNERS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/29/2010 ADDRESS: 13305 Birch Drive, Omaha NE 68164, United States DESCRIPTION: I am an agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-20
• S63 Uniform Securities Agent State Law Examination
  2006-02-07

Other Names

• Dan E Knudsen