Bruce H. Van Kooten

LAWSON KROEKER INVESTMENT MANAGEMENT

Omaha, NE 68106

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CRD#: 1906721

Professional summary

Bruce Harold Van Kooten, who also goes by Bruce Harold Vankooten, Bruce Harold Vankotten, is a registered financial advisor currently at LAWSON KROEKER INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Bruce has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Harold Vankooten | Bruce Harold Vankotten

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Trade Name: Cellar 44 Non-Investment Related Address: 2835 S. 170th Plaza #206, Omaha, NE 68130 Nature of Business: Wine Bar Position/Title: Owner/Partner Start Date: March 29, 2019 Hour/Month: 40-50 Hours during Trading Hours: 0 Duties: Financial oversight & Customer relations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Harold Van Kooten's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2007 - Present

LAWSON KROEKER INVESTMENT MANAGEMENT INC

Office #1: 1926 S. 67th Street Suite 201, Omaha, NE 68106

RIA

CRD#: 105053

Omaha, NE

Past

August 8, 2001 - May 4, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

DENVER, CO

Past

May 2, 2001 - May 4, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 24, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

October 25, 1989 - April 14, 2000

KFS BD, INC.

CRD#: 490

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LAWSON KROEKER INVESTMENT MANAGEMENT INC

CRD#: 105053 / SEC#: 801-27034

RIA

Registered Investment Advisory firm - (5/22/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(11/2/2007)

IAR

Texas
(11/1/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Current Firm

LAWSON KROEKER INVESTMENT MANAGEMENT INC

CRD#: 105053 / SEC#: 801-27034

RIA

Registered Investment Advisory firm - (5/22/1986 Approved)

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Contact information

Main Address

1926 S. 67th Street Suite 201, Omaha, NE 68106

Mailing Address

Phone number

(402) 392-2606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV - PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 682,713,010

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Bruce H. Van Kooten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Harold Van Kooten's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

KFS BD, INC.

Primary Firm SEC Registration

LAWSON KROEKER INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/1994

Series 63

Date: 2/7/1990

Series 7

Date: 10/21/1989

Current Firm

LAWSON KROEKER INVESTMENT MANAGEMENT INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAWSON KROEKER INVESTMENT MANAGEMENT INC

TRUST BUT VERIFY

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