Levi A. Turner

TURNER FINANCIAL

OMAHA, NE 68144

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CRD#: 6654496

Professional summary

Levi Adam Turner, who also goes by Levi A Turner, Levi Turner, is a registered financial advisor currently at TURNER FINANCIAL located in Omaha, Nebraska.

Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Levi has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Levi A Turner | Levi Turner

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.

1) CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 07/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2) TURNER FINANCIAL LLC, TURNER FINANCIAL, 2800 S 110th CT, Suite 12, Omaha NE 68144, 07/24/2023, President, Using a Trade Name/dba, INV REL, 20 HR/MO, 20 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi Adam Turner's 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

April 22, 2025 - Present

TURNER FINANCIAL

Office #1: 11060 Oak St Suite 1, Omaha, NE 68144

RIA

CRD#: 334842

OMAHA, NE

Past

July 24, 2023 - April 22, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Omaha, NE

Past

July 24, 2023 - April 22, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Omaha, NE

Past

June 22, 2022 - August 1, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

OMAHA, NE

Past

February 16, 2022 - August 1, 2023

LPL FINANCIAL LLC

CRD#: 6413

OMAHA, NE

Past

July 8, 2016 - January 21, 2022

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

OMAHA, NE

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

Iowa
(4/23/2025)

IAR

Nebraska
(4/22/2025)

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: 6/18/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/8/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TURNER FINANCIAL

TURNER FINANCIAL | TURNER FINANCIAL LLC

CRD#: 334842 / SEC#:

Iowa

Registered Investment Advisory firm - (4/23/2025 Approved)

Nebraska

Registered Investment Advisory firm - (3/3/2025 Approved)

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Contact information

Main Address

11060 Oak St Suite 1, Omaha, NE 68144

Mailing Address

Phone number

(402) 578-0300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Levi A. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi Adam Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURNER FINANCIAL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PACIFIC SELECT DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2022

Series 63

Date: 3/21/2019

SIE

Date: 10/1/2018

Series 6

Date: 7/8/2016

Current Firm

TURNER FINANCIAL

Contact information

Documents

Red Flags

Company Information

TURNER FINANCIAL

TRUST BUT VERIFY

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