Alek L Murphy
Advisor at OSAIC — Council Bluffs, IA S 6th Street
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
8 years
Location
Council Bluffs, IA 51501
OSAIC
Institution
Alek Murphy is a financial advisor at OSAIC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Woodbury Financial Services and Mutual of Omaha. Outside of his advisory role, he serves as a board member for Habitat for Humanity of Council Bluffs and is a council member at St. Paul’s Lutheran Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Council Bluffs, IA S 6th Street
226 S 6th Street
Council Bluffs IA 51501
Advisors at this office
1
Iowa
8 years of industry experience
OSAIC
2024 - Present • 2 years
Council Bluffs, IA
Woodbury Financial Services inc
2020 - 2024 • 4 years
Council Bluffs, IA
Mutual Of Omaha Investor Services
2017 - 2020 • 3 years
Omaha, NE
Mutual Of Omaha Insurance Company
2017 - 2020 • 3 years
Omaha, NE
Genesis Health Clubs
2017 - 2017 • 1 year
Lincoln, NE
General Nutrition Center
2015 - 2016 • 1 year
Norfolk, NE
Humphrey Democrat
2012 - 2020 • 8 years
Humphrey, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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