Meagan A Hassebrock

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 02/2021 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 05/2018 → 01/2021
  Conagra Brands, Inc.
  Omaha, NE
• 09/2015 → 05/2018
  Conagra Brands, Inc.
  Omaha, NE
• 07/2021 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-07-26 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
  Omaha, NE

Other Businesses

1. CHRIST COMMUNITY CHURCH POSITION: Check-in volunteer for Kids Ministry at Church on Sundays. NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2023 ADDRESS: 404 S 108th Ave, Omaha NE 68154, United States DESCRIPTION: For 20 mins prior to church service starting, I help add new kids to the children's ministry and help troubleshoot any problems that occur with check-in of children. 2. KERINS HENDRICKSON WEALTH MANAGEMENT POSITION: IAR NATURE: Kerins Hendrickson Wealth Management (LLC) is the DBA for our wealth management practice. I am an investment advisor representative and independent contractor working with Osaic Advisory Services, our selected RIA. I've been an Investment Advisor/IAR as of July 2021 (We were IAR's under Arbor Point who then merged to become Osaic. In addition, I have an insurance license to be able to service client's annuity contracts that they transfer in. I do not sell insurance or annuities. All business is visible through Osaic Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/04/2021 ADDRESS: 14301 FNB Parkway, Suite 201, Omaha NE 68154, United States DESCRIPTION: Full time Investment Advisor Representative managing client assets 3. INSURANCE POSITION: Wealth Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2023 ADDRESS: 14301 FNB Parkway, Suite 201, Omaha NE 68154, United States DESCRIPTION: From time to time, I evaluate clients insurance coverage. I only advise high level and never sell products

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16