Omaha, NE Indian Hills Dr 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
8807 Indian Hills Dr
Omaha NE 68114
Advisors at this office
3
Advisors at this office
Domonic G
Series 63, Series 66
Omaha, NE
OSAIC
Domonic Gustafson is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He previously worked at Securities America Advisors and Proequities Inc. Gustafson is also employed by Alliant/Senior Market Sales, where he serves as a Compliance Manager and is involved with Futurity First Insurance Group. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on discretionary and non-discretionary bases.
Natalie B
Series 66
Omaha, NE
OSAIC
Natalie Blanke is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. She has worked at several firms including Securities America and ProEquities and also serves as Deputy General Counsel providing legal counsel to multiple insurance and financial entities. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of advisors, offering integrated brokerage, advisory, and financial planning services with a focus on diversified investment strategies and multiple platform solutions.
Kevin H
Series 66
Omaha, NE
OSAIC
Kevin Hedstrom is a financial advisor at Osaic with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securities America Advisors, ProEquities, Inc., and Futurity First Insurance Group, where he focused on marketing fixed and fixed indexed annuities. Outside of finance, he works as a basketball referee. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services featuring asset allocation tools, risk-tolerance assessments, and access to third-party investment managers across various account structures.
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