Lincoln, NE South 48th St 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
875 South 48th St
Lincoln NE 68510
Advisors at this office
3
Advisors at this office
Royce R
Series 63, Series 65
Lincoln, NE
OSAIC
Royce Ruth is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. In addition to his advisory role, he owns and operates a livestock business involving the buying and selling of personally raised cattle and is co-owner of a bookkeeping and tax preparation company. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk tolerance.
Connor R
CFP®, Series 66
Lincoln, NE
OSAIC
Connor Ruth is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with three years of industry experience, currently associated with OSAIC. His prior work history includes roles at Dew Wealth Management and Woodbury Financial Services. Outside of advising, he assists with traditional insurance products at RJ RUTH ENTERPRISES and works as a tax preparer during tax season with Strategic Tax Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated services and utilizes various tools and third-party solutions to construct and manage portfolios across numerous asset classes.
Myron O
ChFC®, Series 63, Series 65
Lincoln, NE
OSAIC
Myron Owens is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services, Questar Capital, and Strategic Legacy Advisors, where he has been involved since 1999. Owens serves on the board of Omaha Skutt Catholic High School and is treasurer of the nonprofit One Million Wells, providing occasional fundraising and tax advice. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.
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