18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
Get directionsNo 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 →Kristi owns Velo, LLC, which operates as an insurance agency (A Plus Planning & Insurance, LLC) providing life, health, annuity, and disability insurance. She also owns Velo, LLC, which operates as 401K BELAY, LLC, providing administrative services for MEP 401(k) retirement plans.