Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.
Areas of Practice
Advisor Information
Office location
14301 Fnb Pkwy Ste 201, Omaha, NE, 68154
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alexander is a Senior Operations Leader at Kerins Hendrickson Wealth Management LLC, a DBA for Osaic Advisory Services. He dedicates full-time hours to tasks such as fund transfers, trade placements, client communication, and assisting advisors.