BL

Blake Robert Lynch

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
Loading...

Advisor Information

Office location

101 South 108th Avenue, Omaha, NE, 68154

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2024
Other Business ActivitiesSells Insurance

Blake is a junior advisor at Wealthplan Partners and a financial partner at BAJ LLC, a real estate property firm. Blake also works as a wealth advisor selling life insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
June 2024 - Present · 1 yr 7 mos
Wealthplan Partners
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Securities America, INC.Broker
April 2024 - June 2024 · 2 mos
Cetera Advisor Networks LLCBroker
August 2023 - February 2024 · 6 mos
Cetera Investment Advisers LLC
August 2023 - February 2024 · 6 mos
Securian Financial Services, INC.
September 2017 - August 2023 · 5 yrs 11 mos
Securian Financial Services, INC.Broker
June 2017 - August 2023 · 6 yrs 2 mos
State Registrations5 states
IAMNNCNESD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.