Fiscal Year

2021

Case Number

A-21084-66873

Case Status

Withdrawn

Received Date

2021-04-22

Decision Date

2021-06-17

Refile

N

Original File Date

2021-01-01 09:40:55

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

EPIC PLD, Inc. dba Ludacka Wealth Partners

Employer Name Slug

epic-pld-inc-dba-ludacka-wealth-partners

Employer Address 1

9300 Underwood Ave

Employer Address 2

Suite 500

Employer City

Omaha

Employer City Slug

omaha

Employer State

NEBRASKA

Employer State Slug

nebraska

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

68007

Employer Phone

5208200080

Employer Number of Employees

9

Employer Year Commenced Business

1997

NAICS Code

52

FW Ownership Interest

N

Employer Contact Name

thomas zirbel

Employer Contact Address 1

9600 Underwood Ave

Employer Contact Address 2

Suite 500

Employer Contact City

Omaha

Employer Contact State/Province

NEBRASKA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

68007

Employer Contact Phone

5208200080

Employer Contact Email

thomas.n.zirbel@nm.com

Agent Attorney Name

Ryan J Sevcik

Agent Attorney Firm Name

Koley Jessen P.C., L.L.O.

Agent Attorney Phone

4023433859

Agent Attorney Address 1

1125 S 103rd St.

Agent Attorney Address 2

Suite 800

Agent Attorney City

Omaha

Agent Attorney State/Province

NEBRASKA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

68124

Agent Attorney Email

ryan.sevcik@koleyjessen.com

PW Track Number

P10020230772670

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

87298.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-01-22

PW Expiration Date

2021-06-30

Wage Offer From

126000.00

Wage Offer To

180000.00

Average Salary

153000.00

Wage Unit of Pay

Year

Worksite Address 1

9300 Underwood Avenue

Worksite Address 2

Suite 500

Worksite City

Omaha

Worksite City Slug

omaha

Worksite State

NEBRASKA

Worksite Postal Code

68114

Job Title

CFA - Associate Wealth Management Advisor

Job Title Slug

cfa-associate-wealth-management-advisor

Minimum Education

Master's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

24

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

24

Accept Alternative Job Title

Fin. Analyst, Advisor, or related

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Position requires a Masters degree in Business Administration foreign equivalent accepted and two years experience in clientfacing positions with a bank wealth management department, wealth management firm, family office, or other investment related firm.br br Individuals must possess the following industryrelated certificationsbr br Charter Financial Analyst CFA;br Chartered Market Technician Associate CMTA;br Accredited Wealth Management Advisor AWMA; andbr FINRA Series 7 or obtained within 180 days of commencement of employment.br br Will accept any suitable combination of education and experience consistent with this Section H.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2021-01-19

SWA Job Order End Date

2021-02-26

Sunday Edition Newspaper

Y

First Newspaper Name

Omaha WorldHerald

First Advertisement Start Date

2021-01-24

Second Newspaper Ad Name

Omaha WorldHerald

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-01-31

Employer Website From Date

2021-01-01 09:40:55

Employer Website To Date

2021-01-01 09:40:55

Professional Organization Ad From Date

2021-01-29

Professional Organization Advertisement To Date

2021-02-25

Job Search Website From Date

2021-01-29

Job Search Website To Date

2021-02-25

Employee Referral Program From Date

2021-01-01 09:40:55

Employee Referral Program To Date

2021-01-01 09:40:55

Local Ethnic Paper From Date

2021-01-01 09:40:55

Local Ethnic Paper To Date

2021-01-01 09:40:55

Radio/TV Ad From Date

2021-01-01 09:40:55

Radio/TV Ad To Date

2021-01-01 09:40:55

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

ITALY

Foreign Worker Birth Country

UNITED ARAB EMIRATES

Class of Admission

E-2

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2006

Foreign Worker Institution of Education

INTERNATIONAL UNIVERSITY OF GENEVA

Foreign Worker Education Institution Address 1

ICC 20, RTE DE PREBOIS

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

GENEVA

Foreign Worker Education Institution State/Province

Foreign Worker Education Institution Country

SWITZERLAND

Foreign Worker Education Institution Postal Code

1215

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Ryan J Sevcik

Preparer Title

Attorney

Preparer Email

ryan.sevcik@koleyjessen.com

Employer Information Declaration Name

Brett A Jackson

Employer Information Declaration Title

Director of Strategic Development