Jennifer L. Steliga

FIND YOUR FI

Omaha, NE

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CRD#: 7578248

Professional summary

Jennifer Lynn Steliga, who also goes by Jennifer Pollard, Jennifer Umemoto, is a registered financial advisor currently at FIND YOUR FI located in Omaha, Nebraska.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Pollard | Jennifer Umemoto

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.

the name of the other business; JENN STELIGA COACHING (SOLE PROPRIETORSHIP) whether the business is investment-related; NOT INVESTMENT-RELATED the address of the other business; OMAHA, NE the nature of the other business; FINANCIAL COACHING your position; FINANCIAL COACH title, or relationship with the other business; OWNER, SOLE PROPRIETOR the start date of your relationship; 04/2022 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 5 and briefly describe your duties relating to the other business; Provide one-on-one financial coaching to clients looking for assistance with their mindset around money

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Steliga'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

October 31, 2022 - Present

FIND YOUR FI

RIA

CRD#: 322147

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

California
(2/16/2023)

IAR

Nebraska
(10/31/2022)

IAR

Texas
(2/6/2024)

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: 2/11/2022

Uniform Investment Adviser Law Examination

Current Firm

FIND YOUR FI

FIND YOUR FI | TIME WELL SPENT FINANCIAL COACHING LLC | TIME WELL SPENT FINANCIAL COACHING

CRD#: 322147 / SEC#:

California

Registered Investment Advisory firm - (2/16/2023 Approved)

Nebraska

Registered Investment Advisory firm - (10/31/2022 Approved)

Texas

Registered Investment Advisory firm - (2/6/2024 Conditional Restricted)

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Contact information

Main Address

Omaha, NE

Mailing Address

4089 S. 84th St. #173, Omaha, NE 68172

Phone number

(402) 509-2272

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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Jennifer L. Steliga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Steliga's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIND YOUR FI

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2022

Current Firm

FIND YOUR FI

Contact information

Documents

Red Flags

Company Information

FIND YOUR FI

TRUST BUT VERIFY

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