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Benjamin B

Series 63, Series 65

Clive, IA

OSAIC

Benjamin Bruins is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Osaic in 2025, he spent 15 years at Lincoln Financial Securities Corp. Bruins is also involved with First Heartland Financial Group, where he offers fixed and equity indexed annuities as an insurance agent. Osaic Wealth serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment products and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason B

CFP®, Series 63, Series 65

Clive, IA

OSAIC

Jason Blomgren is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Lincoln Financial Securities Corp since 2010 and joined Osaic in 2025. Blomgren is also CEO and President of Heartland Wealth Group, formerly known as First Heartland Financial Group, where he oversees operations and vendor relations. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to support a wide range of investment strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicholas F

Series 63, Series 65

Clive, IA

OSAIC

Nicholas Feledy is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for 12 years and has been involved with First Heartland since 2012, where he also acts as an insurance agent offering various insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diverse portfolios, supporting discretionary and non-discretionary management with various investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Zach L

Series 63, Series 65

Clive, IA

OSAIC

Zach Lussman is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 14 years. Lussman is also involved with First Heartland Financial Group, where he offers a range of insurance products including traditional life insurance, fixed and equity index annuities, as well as various health and disability insurance options. OSAIC serves a wide array of clients, including individuals, high-net-worth investors, and institutional entities, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to clients' investment goals.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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