(Elkhorn, NE) – Alison Larson, Senior Vice President/Investment Operations Manager, together with Doug Nodgaard, Community Bank President of the Omaha market of Equitable Bank are pleased to announce that Jana Wheatley will serve as a Financial Consultant located in Elkhorn.
Wheatley brings over 15 years of expertise in the financial services industry. She will be spearheading the newest branch of the Equitable Wealth Management division. With her diverse banking, real estate investments, and small business backgrounds she focuses on a team approach to problem solving, financial education and creating lasting peer and client relationships.
Wheatley has a Bachelor of Science in Business Administration and has obtained her Series 7 and 66 securities licenses with LPL Financial as well as her Life and Health insurance license for the State of Nebraska. She is a strong believer in life-long learning and earned a Certificate in Personal Financial Planning from The Metropolitan State College of Denver. Wheatley and her husband, Pascal Renault, reside in Waterloo. She has three young-adult children.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor, and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Equitable Bank and Equitable Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Equitable Wealth Management, and may also be employees of Equitable Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Equitable Bank or Equitable Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, Not Bank Deposits or Obligations, May Lose Value.
Equitable Wealth Management