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Terry J
Series 63, Series 65
Lincoln, NE
OSAIC
Terry Johnson is a financial advisor at Osaic Wealth Inc with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial and Tierone Investments and Insurance. He is also an insurance agent conducting various types of insurance business. Osaic Wealth Inc serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios that include a range of investment options managed on discretionary or non-discretionary bases.
James P
Series 63, Series 65
Lincoln, NE
OSAIC
James Predoehl is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and has operated Predoehl Enterprises Inc. since 1996, focusing on insurance marketing. Outside of his advisory role, he serves as president of Ambassador in Christ Ministries, a nonprofit organization distributing funds to various charities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and offering portfolios that include a range of securities managed on discretionary or non-discretionary bases.
Bryce W
CFP®, ChFC®, Series 66
Lincoln, NE
OSAIC
Bryce Williby is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for four years and Thrivent Financial and Thrivent Investment Management Inc. for six years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a wide variety of investment vehicles.
Jackson P
Series 63, Series 65
Lincoln, NE
OSAIC
Jackson Puls is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Woodbury Financial Services and Pacific Life Insurance. Outside of his advisory role, Puls operates a sole proprietorship providing Medicare supplements and life insurance. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct diversified portfolios.
Michael P
Series 63, Series 66
Lincoln, NE
OSAIC
Michael Puls is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Universal Financial Strategies since 2004 and Woodbury Financial Services from 2003 to 2024. Outside of advisory work, he is a sales agent for insurance products through Universal Financial Strategies. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various investment tools and third-party solutions to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Kyle R
Series 66
Lincoln, NE
OSAIC
Kyle Regelean is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Indeed, MWI Direct, Inceptia, and New Empire Industries. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.
Alexandra P
Series 63, Series 65
Lincoln, NE
OSAIC
Alexandra Puls is a financial advisor at Osaic Wealth, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Charles Schwab & Co., Inc., Cline Williams Wright Johnson, and Burch & Associates. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.
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