KK
Kurt A. Kechely
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CRD#: 1964761
KK
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kurt Allyn Kechely was a registered financial professional .
Kurt is a previously registered financial professional and started their career in finance in 1989. Kurt had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
**Kurt A. Kechely Revocable Trust dba Kechely Farms Position: Trustee Nature: Farming operation Invest. Related: No Hrs: 80 Sec. Trade Hrs: 16 Start: 1/1998 Add.: 7435 South 28th St, Lincoln NE 68516 **Toga Meats LLC Position: Owner Nature: Wholesale distributor meat Invest. Related: No Hrs: 1 Sec. Trade Hrs: 0 Start: 1/2005 Add.: 1308 Galloway Ave, Lincoln NE 68512 **Cleanflex Power Systems LLC Position: Owner Nature: Develop & market ethanol emissions tech. Invest. Related: No Hrs: 10 Sec. Trade Hrs: 1 Start: 6/2009 Add.: 3440 Madison Ave, Lincoln NE 68504 **Tredz Central Properties LLC Position: Owner Nature: Passive rental properties Investment Related: No Hrs: 40 Sec. Trade Hrs: 2 Start: 1/2013 Add.: 3626 State Hwy Spur 34B, Firth NE 68358 **Tredz Central LLC dba Your Next Tire or Your Next Auto Position: Owner Nature: Market tires, tire machines & vehicles on eBay, through a website & physical location. Invest. Related: No Hrs: 40 Sec. Trade Hrs: 2 Start: 11/2008 Add.: 3626 State Hwy Spur #34B, Firth NE 68358 **Dream Home Designs LLC Position: Owner Nature: Home remodeling business for investment properties & rental houses Invest. Related: No Hrs: 2 Sec. Trade Hrs: 0 Start: 11/2008 Add.: 10050 Springlake N Lane, Firth NE 68358 **LAKEVIEW LIVING POSITION: Owner/Vice President NATURE: Assisted Living Facility INVEST. RELATED: No #HRS: 1 SEC. TRADE HRS: 0 START: 12/31/2016 ADD.: 404 East 8th St., Firth NE 68358 DES.: 50% owner & help oversee financials & mgmnt **K.A.K. PROPERTIES, LLC POSITION: Owner/Landlord NATURE: Rental property INVEST. RELATED: Yes #HRS: 2 SEC. TRADE HRS: 0 START: 02/20/2018 ADD.: 3440 Madison Ave, Lincoln NE 68504 DES.: Purchased Marcia Campbell's book of business & her building. Own property that my father rents the upstairs, & my daughter rents the downstairs **KAK INVESTMENTS, INC. POSITION: Owner NATURE: This is my business account to handle commissions from the securities and advisory side and pays all office expenses and overhead as well as my and my staff's payroll. INVESTMENT RELATED: Yes #HRS: 120 SECURITIES TRADE HRS: 120 START: 1/1/1998 ADDRESS: 3440 Madison Ave, Lincoln NE 68504 DESCRIPTION: Provide investment and financial advice to prospective clients as a financial advisor **K.A.K. BROKERAGE, INC. POSITION: Owner NATURE: This is my company where all my fixed insurance commissions get paid to. INVESTMENT RELATED: No #HRS: 20 SECURITIES TRADE HRS: 20 START: 1/1/1998 ADDRESS: 3440 Madison Ave, Lincoln NE 68504 DESCRIPTION: I am an independent broker who sells fixed insurance products to perspective clients **PK MANAGEMENT LLC POSITION: Owner NATURE: Raw land and farm ground INVESTMENT RELATED: No #HRS: 2 SECURITIES TRADE HRS: 0 START: 11/01/2008 ADDRESS: 10050 Springlake N Lane, Firth NE 68358 DESCRIPTION: I review financials and work with bankers and help establish rents. **WEALTH PLAN PARTNERS POSITION: Investment Advisor NATURE: Independent RIA firm INVESTMENT RELATED: Yes #HRS: 120 SECURITIES TRADE HRS: 120 START: 11/01/2016 ADDRESS: 3440 Madison Ave, Lincoln NE 68504 DESCRIPTION: I will be considered an investment advisor underneath Wealth Plan Partners
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
January 15, 2020 - January 24, 2023
WEALTHPLAN PARTNERS
RIA
CRD#: 305026
Lincoln, NE
Past
November 4, 2016 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
Lincoln, NE
Past
November 4, 2016 - December 9, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LINCOLN, NE
Past
September 1, 2016 - November 4, 2016
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
LINCOLN, NE
Past
September 1, 2016 - November 4, 2016
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
LINCOLN, NE
Past
February 20, 2003 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
LINCOLN, NE
Past
September 4, 1998 - February 11, 2003
THE MASTERS, INC.
RIA
CRD#: 108432
OVERLAND PK, KS
Past
May 19, 1998 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
LINCOLN, NE
Past
May 1, 1998 - May 26, 1998
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
Past
July 22, 1993 - May 7, 1998
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OMAHA, NE
Past
July 24, 1989 - August 17, 1993
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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".
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
Registered Investment Advisory firm - (11/25/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN
CRD#: 305026 / SEC#: 801-117955
RIA
Registered Investment Advisory firm - (11/25/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 South 108th Avenue, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,895 |
| AUM (Assets Under Management) | $ 1,271,554,814 |
Red Flags
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