Blake Lynch
Blake Lynch is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 8 years of industry experience. Blake 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
101 South 108th Avenue, Omaha, NE, 68154
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Regulatory History (1)
Employment Separation After Allegations
February 2024Other 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
Wealthplan Partners
Previous Registrations
Securities America, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 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.