Lincoln, NE Village Drive Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,831

Across 3,556 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

3401 Village Drive Ste 202

Lincoln NE 68516

Advisors at this office

7

Advisors at this office

user avatar

Mark L

Series 63, Series 65

Lincoln, NE

OSAIC

Mark Larson is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Larson is also involved in insurance sales through Futurity First Insurance Group. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of advisors, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

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

Collyn C

Series 63, Series 65

Lincoln, NE

OSAIC

Collyn Curtis is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America, Inc., and Mutual of Omaha Insurance Company. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party money managers using a variety of investment products and strategies.

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

Tyler S

Series 63, Series 65

Lincoln, NE

OSAIC

Tyler Steinkuhler is a financial advisor with OSAIC in Lincoln, NE, holding Series 63 and Series 65 credentials and having 14 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. He is also active as an insurance agent with Futurity First Insurance Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk assessments, and various investment platforms to construct tailored portfolios.

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

Becky B

Series 63, Series 65

Lincoln, NE

OSAIC

Becky Brockman is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of her advisory work, she owns Within Body Healing, a holistic healing business focused on body rebalancing through lifestyle changes and functional medicine protocols. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools, risk assessment, and portfolio management across discretionary and non-discretionary accounts.

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

Derrick C

Series 65

Lincoln, NE

OSAIC

Derrick Clevenger is a financial advisor at OSAIC with five years of industry experience. He holds a Series 65 designation and has worked previously at Securities America Advisors and Syngenta. In addition to his advisory role, he has maintained a position in insurance since 2018. OSAIC serves a broad range of clients 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 asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

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

Shane U

Series 63, Series 65

Lincoln, NE

OSAIC

Shane Unger is an advisor at OSAIC with Series 63 and Series 65 credentials. He has been with OSAIC since 2025 and has prior experience at Spreetail, Whitger Properties, LLC, and Safety Compliance, LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers a variety of brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

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

Jake S

Series 63, Series 65

Lincoln, NE

OSAIC

Jake Skala is a financial advisor with OSAIC based in Lincoln, NE, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at OSAIC since 2024 and previously at Securities America Advisors and other financial services firms. Outside of finance, Skala owns Skala Pitching Performance, a baseball pitching instruction business, and also serves as a pitching coach at Driven Academy. OSAIC serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms, offering services such as brokerage, investment advisory, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)