Cindy Jo Tibbles

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

• 06/2018 → Present
  Securities America, Inc.
  Omaha, NE
• 12/2016 → 01/2018
  Hiregenics - Cardinal Health
  Omaha, NE
• 02/2018 → 05/2018
  Unemployed
  Pacific Junction, IA
• 07/2016 → 11/2016
  Unemployed
  Pacific Junction, IA
• 10/2019 → Present
  Securities America Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-10-29 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2019-10-24

Other Names

• Cindy Jo Stewart
• Cindy Jo Barber