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Stephen H

Series 63, Series 65

Lincoln, NE

OSAIC

Stephen Hill is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Questar Asset Management. Hill is also president of Hill & Associates CPAs PC, a CPA firm providing tax and accounting services. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third‑party money managers and wrap programs. The firm employs asset‑allocation tools and risk‑tolerance assessments to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Jeffrey K

Series 63, Series 66

Lincoln, NE

OSAIC

Jeffrey Kraft is a financial advisor with OSAIC based in Lincoln, Nebraska. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked with Securities America Advisors and Questar Asset Management. Outside of advising, he is involved in insurance sales and operates a business that connects clients with tax professionals. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

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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Noah B

Series 66

Lincoln, NE

OSAIC

Noah Bohlmann is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Target. Outside of his advisory role, Bohlmann serves as a volunteer board member for the Hickman Area Community Foundation Fund, a local charitable organization in Nebraska. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to manage portfolios across various asset classes.

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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Jeremy H

Series 66

Lincoln, NE

OSAIC

Jeremy Hill is a financial advisor at OSAIC with nine years of industry experience and a Series 66 designation. He previously worked at Securities America Advisors and Questar Asset Management. In addition to his advisory role, Hill serves as Vice President of Hill & Associates CPA's PC, an accounting and tax preparation firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

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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