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Grant Stephen Teckmeyer

TECKMEYER FINANCIAL SERVICES, L.L.C.
OMAHA, NE
·CRD# 8054542·1 year experience

Professional Summary

Grant Stephen Teckmeyer is a registered financial advisor currently at TECKMEYER FINANCIAL SERVICES, L.L.C. located in Omaha, Nebraska. Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Grant has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

TECKMEYER FINANCIAL SERVICES, L.L.C.·CRD# 39000
RIA
BD
11104 John Galt Blvd., Omaha, NE 68137-2307
October 14, 2025 - Present
TECKMEYER FINANCIAL SERVICES, L.L.C.·CRD# 39000
RIA
BD
11104 John Galt Blvd., Omaha, NE 68137-2307
October 14, 2025 - Present

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Current Firm

TF
TECKMEYER FINANCIAL SERVICES, L.L.C.

TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000 / SEC#: 8-48501
Iowa
Registered Investment Advisory firm - SEC (5/12/2010 Approved)
Kansas
Registered Investment Advisory firm - SEC (11/17/2025 Terminated)
Nebraska
Registered Investment Advisory firm - SEC (10/25/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

11104 John Galt Blvd., Omaha, NE 68137

Mailing Address

11104 John Galt Blvd., Omaha, NE 68137-2307

Phone Number

(402) 331-8600

Established

Nebraska since 05/01/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

7

FINRA licenses (22 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
TECKMEYER, THOMAS NEILPRESIDENT/CCO1236532
TECKMEYER, LORI LYNNCO-OWNER2646251
OSS, STEVEN MICHAELCHIEF FINANCIAL OFFICER4696804

Regulatory Assets Under Management

Total Number of Accounts

44

AUM (Assets Under Management)

$51,602,611

Disclosures

Regulatory Event

1

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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.

Voss Lighting | Not Investment Related | 4624 S. 140th Street, Omaha, NE 68137 | Commercial and Industrial Lighting | Outside Sales Representative | 06/14/2021 | 40-45 Hours Per Week | 7-8 Hours Per Day | Sales and service

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(7/6/2026)
RR
Indiana
(6/17/2026)
RR
Iowa
(10/14/2025)
IAR
Iowa
(10/14/2025)
RR
Minnesota
(2/28/2026)
RR
Missouri
(5/6/2026)
RR
Nebraska
(10/14/2025)
IAR
Nebraska
(10/14/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Grant Stephen Teckmeyer's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Grant Stephen Teckmeyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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