Omaha, NE 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

Omaha NE

Advisors at this office

7

Advisors at this office

user avatar

John T

Series 63, Series 66

Omaha, NE

OSAIC

John Tully is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he spent eight years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he is involved in insurance sales through a separate business, Tully Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

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

Jeffrey B

ChFC®, Series 63

Omaha, NE

OSAIC

Jeffrey Breeling is a financial advisor with Osaic Wealth Inc in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 35 years of industry experience and previously worked at LPL Financial, Cetera Advisor Networks LLC, and Summit Financial Group Inc. In addition to advising, he operates a fixed life insurance and long-term care sales business. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk questionnaires, and third-party solutions.

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

Jason C

CFP®, Series 63, Series 65

Omaha, NE

OSAIC

Jason Christo is a financial advisor with Osaic Wealth, Inc. in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including eight years at Securities America Advisors prior to joining Osaic. Christo is also the owner of Christo Financial Planning, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a range of portfolio construction tools and offering access to third-party money managers and managed accounts.

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

John H

Series 66

Omaha, NE

OSAIC

John Harris is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years at Securities America Advisors. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios featuring various asset classes, 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
user avatar

Douglas D

Series 66

Omaha, NE

OSAIC

Douglas Drobny is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory roles, he is involved with Drobny Wealth Management LLC, where he engages in the sales and marketing of securities, investments, and insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple investment platforms to tailor portfolios that may include a broad range of securities 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

Robert B

Series 63, Series 65

Omaha, NE

OSAIC

Robert Bieber is a financial advisor at OSAIC based in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. He has been with OSAIC since 2023. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisors and multiple platforms.

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

John Q

Series 66

Omaha, NE

OSAIC

John Quinn is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of advisory work, he volunteers with Resume Advisers, providing occasional resume writing assistance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios with a range of securities managed on discretionary or non-discretionary bases.

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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