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Jeb Brian Nordby

Osaic Wealth, Inc.

Norfolk, NE

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-23
FL RA APPROVED 2024-06-14
NE RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2025-10-23
  • FL RA
    APPROVED
    Since 2024-06-14
  • NE RA
    APPROVED
    Since 2024-06-14

Branch Locations

1303 Andrews Drive Suite A, Norfolk, NE 68701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Norfolk NE 02/2017 06/2024
Hillcrest Country Club Lincoln NE 05/2016 09/2016
Nebraska Wesleyan University Lincoln NE 08/2013 12/2016
Insight Financial Planning Norfolk NE 05/2015 Present
Securities America Advisors Norfolk NE 05/2017 06/2024
Osaic Wealth, Inc. Norfolk NE 06/2024 Present
  • 02/2017 → 06/2024
    Securities America, Inc.
    Norfolk, NE
  • 05/2016 → 09/2016
    Hillcrest Country Club
    Lincoln, NE
  • 08/2013 → 12/2016
    Nebraska Wesleyan University
    Lincoln, NE
  • 05/2015 → Present
    Insight Financial Planning
    Norfolk, NE
  • 05/2017 → 06/2024
    Securities America Advisors
    Norfolk, NE
  • 06/2024 → Present
    Norfolk, NE
Previous Registrations
  • 2017-05-04 → 2024-06-14
    Securities America Advisors, Inc.
    Norfolk, NE
Other Businesses

1. INSIGHT FINANCIAL PLANNING - DBA 2. INSURANCE POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 06/17/2019 ADDRESS: 1303 Andrews Dr, Suite A, Norfolk NE 68701 DESCRIPTION: I discuss insurance and long term care needs with clients. If appropriate I find a policy that fits their needs. 3. INSURANCE POSITION: Sales NATURE: Insurance Sales - Agent - Investment Relate - Start Date 06/17/2019 - Located at 1303 Andrews DR. Suite A Norfolk NE 68701 IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 06/17/2019 ADDRESS: 1303 Andrews Dr, Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-01
S63 Uniform Securities Agent State Law Examination 2017-02-24
  • S66 Uniform Combined State Law Examination
    2017-05-01
  • S63 Uniform Securities Agent State Law Examination
    2017-02-24
Designations

View on SEC IAPD

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