Aaron Bishop

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

• 10/2017 → 06/2025
  American National Bank
  Nebraska City, NE
• 05/2017 → 02/2018
  Orscheln Farm And Home
  Nebraska City, NE
• 02/2017 → 05/2017
  Taco Bell
  Nebraska City, NE
• 08/2016 → 02/2017
  Unemployed
  Nebraska City, NE
• 01/2025 → Present
  Osaic Wealth Inc
  Nebraska City, NE

Other Businesses

1. M4 ENTERPRISES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2025 ADDRESS: 920 Central Ave, Nebraska City NE 68410, United States DESCRIPTION: Meet with clients to develop financial goals, objectives, and risk. Develop personalized financial plans and recommend suitable products. Develop strategies for saving and investing for retirement, including choosing retirement plans and understanding withdrawal strategies.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-10