Jason Peplinski
Jason Peplinski is a registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5944 Vandervoort Dr, Lincoln, NE, 68516
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Regulatory History (2)
Customer Dispute
April 2021Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Jason is a Vice President at FP Wealth Management, Inc. and an owner/president of Money Pros, Inc., through which he provides securities, advisory accounts, and fixed insurance products; these activities take up nearly all of his time. He also sells fixed insurance products, is a notary public, a board trustee for Wyuka Funeral Home and Cemetery, and a board member for Peace Lutheran Church Endowment Committee.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Woodbury Financial Services, INC.Broker
Ameritas Investment CORP.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.