Columbus, NE Office
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OSAIC
Institution
Firm-wide stats for OSAIC
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
Based on OSAIC
Location
2360 Pershing Rd
Columbus NE 68601
Advisors at this office
3
Advisors at this office
Tyson O
Series 63, Series 65
Columbus, NE
OSAIC
Tyson Owens is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes roles at Securities America Advisors and Questar Capital Corporation. Outside of his advisory work, he serves as president of Rugged Rooster Inc., which operates in the fixed insurance sector, and holds volunteer and leadership positions in Ducks Unlimited, the Todd Valley Wetlands Foundation, and the Columbus Golf Association. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a focus on portfolio construction using comprehensive asset-allocation tools and third-party platforms. The firm supports various investment approaches, including discretionary and non-discretionary management, through a complex network of advisory platforms and commercial arrangements.
Dwain O
Series 63, Series 65
Columbus, NE
OSAIC
Dwain Owens is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Questar Capital Corporation, and Strategic Legacy Advisors. Owens serves as vice president of the Columbus Family YMCA Foundation and is president of D.L. Owens Enterprises, an outdoor outfitting business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm uses a range of asset-allocation tools and supports discretionary and non-discretionary account management with varied investment options.
Jordan O
Series 66
Columbus, NE
OSAIC
Jordan Owens is a financial advisor at OSAIC Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked with organizations including Zoetis and PepsiCo, as well as Owens Wealth Advisors and the Catholic Order of Foresters. OSAIC Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.
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