Clive, IA NW 138th Street Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.

The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.

What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.

Based on OSAIC

Expertise

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Based on OSAIC

Occupation focus

Founder/Business Owner Executive

Based on OSAIC

Location

1350 NW 138th Street, Suite 300

Clive IA 50325

Advisors at this office

4

Advisors at this office

user avatar

Benjamin B

Series 63, Series 65

Clive, IA

OSAIC

Benjamin Bruins is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Osaic in 2025, he spent 15 years at Lincoln Financial Securities Corp. Bruins is also involved with First Heartland Financial Group, where he offers fixed and equity indexed annuities as an insurance agent. Osaic Wealth serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment products and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jason B

CFP®, Series 63, Series 65

Clive, IA

OSAIC

Jason Blomgren is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Lincoln Financial Securities Corp since 2010 and joined Osaic in 2025. Blomgren is also CEO and President of Heartland Wealth Group, formerly known as First Heartland Financial Group, where he oversees operations and vendor relations. 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 asset-allocation tools and third-party platforms to support a wide range of investment strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Nicholas F

Series 63, Series 65

Clive, IA

OSAIC

Nicholas Feledy is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for 12 years and has been involved with First Heartland since 2012, where he also acts as an insurance agent offering various insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diverse portfolios, supporting discretionary and non-discretionary management with various investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Zach L

Series 63, Series 65

Clive, IA

OSAIC

Zach Lussman is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 14 years. Lussman is also involved with First Heartland Financial Group, where he offers a range of insurance products including traditional life insurance, fixed and equity index annuities, as well as various health and disability insurance options. OSAIC serves a wide array of clients, including individuals, high-net-worth investors, and institutional entities, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to clients' investment goals.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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