Joe Grojean is a ChFC-designated registered investment advisor, based in Omaha, NE, with 54 years of industry experience.
Location
2712 S 87th Ave, Omaha, NE, 68124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is an independent insurance agent since 1982, dedicating a few hours per week to this activity. He is also an advisory representative of a RIA, CIRA, taking nearly full-time hours, and owns Jeg Investments, LLC, a real estate business, spending minimal time on it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
First Lincoln Investments, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.