Blake Robert Lynch

Osaic Wealth, INC.

8 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2024

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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 8 mos

Wealthplan Partners

April 2024 - Present · 1 yr 10 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.