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Luke P
Series 66
Omaha, NE
OSAIC
Luke Pfannenstiel is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 12 years. Outside of his advisory role, he serves as a head coach for youth basketball and volunteers with the Watch D.O.G.S. program at a local elementary school. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers and advisory platforms. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party managed accounts, using various portfolio construction and risk management tools.
Cory L
CFP®, Series 63
Omaha, NE
OSAIC
Cory Libis is a financial advisor with OSAIC in Omaha, NE, holding the CFP® designation and Series 63 license. He has 25 years of industry experience, including prior roles at Securities America Advisors, Inc. and ANB Financial Services. Outside of his advisory work, he is involved as president of American Wealth Partners, LLC, which provides tax-related services, and has ownership interests in insurance sales and fixed insurance service businesses. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs asset-allocation tools and risk assessment methodologies to construct portfolios, with access to multiple advisory platforms and third-party money managers.
Andrew E
Series 66
Omaha, NE
OSAIC
Andrew Emken is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 credential and 15 years of industry experience. Prior to joining OSAIC in 2024, he spent 11 years with Securities America Advisors and Securities America Inc. Outside of his advisory role, Emken is involved in local community activities, including serving as a volunteer soccer coach and mentoring youth through the Millard TeamMates program. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated portfolio management across various asset classes.
Daniel K
Series 63, Series 65
Omaha, NE
OSAIC
Daniel Knudsen is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Securities America Advisors, Inc. and American National Bank. He serves as a board member overseeing church facilities maintenance and is the owner of Knudsen Wealth Advisory. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisors. The firm employs a range of advisory platforms and investment strategies, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.
Jonathan J
Series 66
Omaha, NE
OSAIC
Jonathan Johnson is a financial advisor at OSAIC in Omaha, NE, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment solutions, employing asset-allocation tools and automated rebalancing to manage portfolios across a range of asset classes.
Alan D
CFP®, ChFC®, Series 63
Omaha, NE
OSAIC
Alan Duysen is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. and American National Bank. Duysen is also involved in insurance sales through American Wealth Partners and serves as president of a personal LLC managing income tax matters. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing proprietary asset allocation tools and third-party managed accounts to construct portfolios across a broad range of investment types.
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