Omaha, NE Fnb Pkwy Office

Team
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Osaic Advisory Services, LLC logo

Osaic Advisory Services, LLC

Enterprise

Firm-wide stats for Osaic Advisory Services, LLC

Total advisors

328

Across 156 offices

Clients per advisor

90 High

Avg AUM per client

$508,486 Typical

HNW client ratio

13% Typical

About

Osaic Advisory Services, LLC is an SEC‑registered investment adviser that serves a wide range of clients, including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers investment management, financial planning, retirement plan consulting, third‑party manager selection and oversight, and related services such as annuity sub‑account management, donor‑advised fund advisory, and lending solutions.

Advisory services are delivered through multiple program models — including advisor‑managed Counsel and Ally programs (wrap and non‑wrap), the Partner third‑party consulting program, and plan participant retirement offerings — with custody and execution primarily arranged through Schwab and Fidelity. Portfolios are built and monitored by advisory representatives using a mix of proprietary guidance and third‑party platforms and managers (for example, Envestnet and Ladenburg Thalmann Asset Management), and clients may impose reasonable written investment restrictions and receive periodic account reviews.

Distinctive elements disclosed in the firm’s brochure include reported relationships with sovereign wealth funds, expanded access to alternative investments via the CAIS platform (including disclosed platform compensation), and affiliated capabilities through Osaic Wealth, Ladenburg entities, Premier Trust and a CapitalHub lending marketplace. The firm’s complex ownership and platform arrangements — including Reverence Capital Partners’ indirect interests and various revenue‑sharing and referral arrangements — are noted in its disclosures and managed through supervisory procedures and client disclosure.

Based on Osaic Advisory Services, LLC

Expertise

Annuities

Based on Osaic Advisory Services, LLC

Location

14301 Fnb Pkwy Ste 201

Omaha NE 68154

Advisors at this office

8

Advisors at this office

user avatar

Curren W

Series 63, Series 65

Omaha, NE

Osaic Advisory Services, LLC

Curren Webb is a financial advisor at Osaic Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America Inc. Webb is co-owner of Fortress Wealth Advisors, an LLC used to manage expenses and provide financial planning and securities-related services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, leveraging both proprietary and third-party platforms.

Annuities
user avatar

Todd D

Series 63, Series 66

Omaha, NE

Osaic Advisory Services, LLC

Todd Darnold is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Securities America, Inc. prior to joining Osaic Advisory Services in 2024. In addition to his advisory role, he has been a faculty member at Creighton University since 2008, where he teaches and conducts academic research in management and entrepreneurship. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Annuities
user avatar

Alexander B

Series 66

Omaha, NE

Osaic Advisory Services, LLC

Alexander Brinkman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and Securities America. In addition to his advisory role, he serves as a Senior Operations Leader at Kerins Hendrickson Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple models and utilizing both proprietary and third-party platforms.

Annuities
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Meagan H

Series 66

Omaha, NE

Osaic Advisory Services, LLC

Meagan Hassebrock is a Series 66-licensed financial advisor with five years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Arbor Point Advisors and Securities America, Inc., and has a background with ConAgra Brands, Inc. Outside of her advisory role, Meagan volunteers as a check-in assistant for the Kids Ministry at Christ Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Annuities
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Deborah K

Series 63, Series 65

Omaha, NE

Osaic Advisory Services, LLC

Deborah Koch is an investment advisor representative at Osaic Advisory Services, LLC with 27 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for nine years. Koch also oversees operations for Kerins Hendrickson Wealth Management, her independent wealth management practice. Osaic Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Annuities
user avatar

William W

Series 63, Series 65

Omaha, NE

Osaic Advisory Services, LLC

William Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Fortress Wealth Advisors since 2014 and previously spent 20 years at Manarin Investment Counsel Ltd. Webb also provides notary services to his clients at no charge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a variety of investment and financial planning services across multiple program models, utilizing both proprietary and third-party platforms.

Annuities
user avatar

Debra H

Series 66

Omaha, NE

Osaic Advisory Services, LLC

Debra Hendrickson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having 17 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for ten years. Hendrickson has been involved with Concordia Lutheran Schools of Omaha for over 15 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Annuities
user avatar

Thomas K

Series 63, Series 65

Omaha, NE

Osaic Advisory Services, LLC

Thomas Kerins is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Osaic in 2024, he spent a decade with Arbor Point Advisors and Securities America Inc. He is also president of Kerins Hendrickson Wealth Management, where he manages client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment and financial planning services through various program models, with custody and execution primarily via Schwab and Fidelity, and provides access to alternative investments and affiliated wealth management and lending capabilities.

Annuities
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