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David H

Series 63, Series 65

Omaha, NE

OSAIC

David Hunke is a financial advisor with Osaic Wealth, Inc. in Omaha, Nebraska, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Osaic in 2023, he spent 12 years with SagePoint Financial Advisors. He is also a licensed independent insurance agent offering fixed insurance products, annuities, and life insurance. 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 proprietary asset-allocation tools and 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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Michelle N

Series 63, Series 66

Omaha, NE

OSAIC

Michelle Nielsen is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 41 years of industry experience. She has worked at OSAIC since 2023 and previously spent 14 years at SagePoint Financial, Inc. Nielsen is a partner in an office leasing LLC formed with colleagues and operates a sole proprietorship to provide sales and services related to her insurance license. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing various investment platforms and third-party managers to construct portfolios that 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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