Lincoln, NE South 58th Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,833

Across 3,555 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

5831 South 58th, Suite D

Lincoln NE 68516

Advisors at this office

4

Advisors at this office

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Donald S

Series 63

Lincoln, NE

OSAIC

Donald Svoboda is a financial advisor with OSAIC, holding a Series 63 license and bringing 47 years of industry experience. He previously worked at Woodbury Financial for 20 years before joining OSAIC in 2024. Outside of his advisory role, Svoboda is involved in the sales and service of fixed and traditional insurance products through his ownership and directorship positions in related businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

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

Darrin R

Series 66

Lincoln, NE

OSAIC

Darrin Riha is a Series 66-licensed advisor with nine years of industry experience, currently with OSAIC since 2024. His prior roles include seven years at Woodbury Financial Services Inc. and six years at the Nebraska Department of Insurance. He is also a director at Midwest Financial Group, Inc., where he engages in market research and supports securities business activities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms 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

David F

CFP®, Series 63

Lincoln, NE

OSAIC

David Florell is a CFP® professional with 20 years of experience in the financial services industry. He is currently with OSAIC since 2024 and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory role, he is a shareholder in a CPA firm and operates a Unishippers franchise. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions 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

Lewis L

Series 63, Series 65

Lincoln, NE

OSAIC

Lewis Linkugel is a financial advisor with Osaic Wealth, Inc. in Lincoln, Nebraska. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Osaic in 2024, he spent 26 years at Woodbury Financial Services and has operated Lewis P. Linkugel Insurance & Investment since 1994. He is also involved in the sale and service of life, health, and long-term care insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and a range of investment options to construct portfolios managed on either a discretionary or non-discretionary basis.

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