Tyler James Steinkuhler

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 06/2018
  Mutual Of Omaha
  Lincoln, NE
• 02/2012 → 06/2018
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 06/2018 → 06/2024
  Securities America, Inc.
  Lincoln, NE
• 06/2018 → 06/2024
  Securities America Advisors
  Lincoln, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2018-06-26 → 2024-06-14
  Securities America Advisors, Inc.
  Lincoln, NE
  Lincoln, NE
• 2015-07-21 → 2018-07-12
  Mutual Of Omaha Investor Services, Inc.
  Lincoln, NE
  Omaha, NE

Other Businesses

Securities American Advisors Position: Financial Advisor Nature: Advisory Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 05/11/2018 Address:3401 VILLAGE DRIVE STE 202, Lincoln, NE 68516 Futurity First Insurance Group Position: Insurance Agent Nature: Futurity Group Insurance sales Investment Related: Yes Hours: 200 Securities Trading Hours: 100 Start Date: 05/11/2018 Address: 3401 VILLAGE DRIVE STE 202, Lincoln, NE 68516 Steinkuhler Financial Group - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-17
• S63 Uniform Securities Agent State Law Examination
  2012-05-12

Other Names

• Tyler James Steinkohler