Have you ever been disciplined by any regulatory body?
No – You should check FINRA’s BrokerCheck and the SEC’s https://adviserinfo.sec.gov/ site to review an advisor’s disciplinary record.
Are you a fiduciary?
Yes, I am held to a fiduciary standard as an investment advisor – meaning I am legally obligated to act in your best interest.
How long have you been a financial advisor?
Since 2006 – I have the grey hair to prove it 🙂
What licenses, certifications or designations do you hold?
I am a CERTIFIED FINANCIAL PLANNER™ , an Accredited Investment Fiduciary® and an Agriculture Focused Financial Planning professional. I am an investment advisor representative licensed in the state of Nebraska. I am also a licensed life insurance agent in the state of Nebraska.