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Michael T
Series 66
Omaha, NE
OSAIC
Michael Taylor is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE. He holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, he worked in the electrical industry and has experience managing an insurance agency and a separate LLC. Taylor assists clients primarily with insurance needs including property, casualty, life, and long-term care coverage. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutional clients, offering integrated brokerage and investment advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio management across a variety of investment vehicles and supports both discretionary and non-discretionary account management.
John M
Series 65, Series 63
Omaha, NE
OSAIC
John Meneely Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Securities America, Inc. for 10 years. Meneely serves as the Nebraska state secretary/treasurer for NAIFA and is the owner of a property and casualty insurance agency. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of investment tools and platforms to construct portfolios with stocks, bonds, mutual funds, ETFs, options, and alternative investments.
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