Robert Bieber

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

• 12/2011 → Present
  Mutual Of Omaha
  Omaha, NE
• 05/2012 → 11/2023
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 11/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-01-27 → 2023-09-07
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-23
• S63 Uniform Securities Agent State Law Examination
  2012-08-03