Norfolk, NE Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,830

Across 3,558 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

1303 Andrews Drive, Suite A

Norfolk NE 68701

Advisors at this office

7

Advisors at this office

user avatar

Tyler H

Series 66

Norfolk, NE

OSAIC

Tyler Hefner is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Hefner is also a licensed insurance agent and serves as a notary public in Norfolk, Nebraska. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to various third-party money managers and utilizes firm-provided tools 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

Jeb N

CFP®, Series 63, Series 66

Norfolk, NE

OSAIC

Jeb Nordby is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to this, he worked for seven years at Securities America Advisors and Securities America, Inc., and has been associated with Insight Financial Planning since 2015. In addition to his advisory role, Nordby is involved in insurance sales, assisting clients with insurance and long-term care needs. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes a range of asset-allocation tools and investment strategies to construct diversified portfolios, offering integrated brokerage and investment advisory services along with access to third-party money managers and managed-account solutions.

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

Cameron E

Series 66

Norfolk, NE

OSAIC

Cameron Eisenhauer is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments and Insight Financial Planning. Outside of his advisory role, he serves as a football referee for high school and junior high games. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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

Cash C

Series 66

Norfolk, NE

OSAIC

Cash Campbell is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has held roles at Insight Financial Planning, Securities America Advisors, and Northeast Community College. Prior to entering financial services, he worked with the Norfolk and O'Neill Police Departments. He also has experience in insurance sales through Insight Financial Planning. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and tools to construct diversified portfolios tailored to client needs.

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

Ludwin B

Series 63, Series 65

Norfolk, NE

OSAIC

Ludwin Benitez is a financial advisor with OSAIC Wealth Inc. in Norfolk, Nebraska, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Insight Financial Planning, American Senior Benefits, and Charles Schwab. Benitez is also involved in insurance sales, discussing long-term care needs with clients and identifying suitable policies. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers a broad range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.

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

Jorge O

Series 66

Norfolk, NE

OSAIC

Jorge Osorio is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at First National Bank of Omaha and Insight Financial Planning. Osorio is a core member of the Hispanic Business Council, where he helps plan local holiday and networking events. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various 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

Daniel G

CFP®, ChFC®, Series 63

Norfolk, NE

OSAIC

Daniel Goeken is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 39 years of industry experience. He has worked at Olsen Goeken & Associates, LLC since 2004 and was affiliated with Securities America for 20 years. Outside of his advisory work, he operates a financial planning and insurance services business and is a commissioned notary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm combines integrated financial planning, advisory services, and multiple investment platforms, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a broad range of asset types.

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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