UNION INVESTMENT ADVISORS, INC
CRD #108240 SEC #801-60008 LINCOLN, NE 402-323-1184
SEC Registered
Total AUM
$72.2M
Discretionary
$72.2M
Employees
5
Clients
--
Accounts
2
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 17, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EASTWOOD, WILLIAM, SCOTT | I | CHAIRMAN/CEO | NA | Control |
| EASTWOOD, WILLIAM, SCOTT | I | CHAIRMAN/CEO | NA | Control |
| FROST, DANIEL, ERICK | I | INVESTMENT OFFICER | NA | Control |
| GROSS, JON, CHRISTOPHER | I | PRESIDENT | NA | Control |
| GROSS, JON, CHRISTOPHER | I | PRESIDENT | NA | Control |
| GROSS, JON, CHRISTOPHER | I | CHAIRMAN/CEO | NA | Control |
| GROSS, JON, CHRISTOPHER | I | CHAIRMAN/CEO | NA | Control |
| GROSS, JON, CHRISTOPHER | I | CHAIRMAN/CEO | NA | Control |
| GROSS, JON, CHRISTOPHER | I | CHAIRMAN/CEO | NA | Control |
| GROSS, JON, CHRISTOPHER | I | CHAIRMAN/CEO | NA | Control |
| GROSS, JON, CHRISTOPHER | I | CHAIRMAN/CEO | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBSOCK, TANYA, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PORTZ, MARK, EDWARD | I | VICE PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | VICE PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | PRESIDENT | NA | Control |
| PORTZ, MARK, EDWARD | I | PRESIDENT | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SAILER, RYAN, MICHAEL | I | INVESTMENT OFFICER | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | INVESTMENT OFFICER | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| SULLIVAN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
| FARMERS & MERCHANTS INVESTMENT, INC. | DE | SHAREHOLDER OF UNION INVESTMENT ADVISORS, INC. | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| DUNLAP, MICHAEL, SULLIVAN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
| MUHLEISEN, ANGELA, LYNN | I | FARMERS AND MERCHANTS INVESTMENT | C | Control |
Registrations
Federal
IA
Feb 17, 2016 REGISTERED
Notice Filings (1)
NE
Address
6801 S 27THLINCOLN, NE 68512
United States
Phone: 402-323-1184