Jeffrey James Breeling

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

• 08/2015 → 09/2019
  Summit Brokerage Services Inc
  Omaha, NE
• 08/2015 → 01/2020
  Summit Financial Group Inc
  Omaha, NE
• 09/2019 → 01/2020
  Cetera Advisor Networks Llc
  Omaha, NE
• 01/2020 → 03/2024
  Lpl Financial Llc
  Omaha, NE
• 03/2024 → Present
  Osaic Wealth Inc
  Omaha, NE

Previous Registrations

• 2020-02-12 → 2024-03-25
  Lpl Financial Llc
  Eldon, IA
  Omaha, NE
  Omaha, NE
• 2015-08-27 → 2020-09-29
  Summit Financial Group Inc
  Omaha, NE
  Omaha, NE
• 2009-09-23 → 2015-08-27
  Sii Investments, Inc.
  Omaha, NE
  Waterloo, NE
  Appleton, WI
• 2003-04-04 → 2009-09-16
  Ameritas Investment Company, Llc
  Lincoln, NE
  Omaha, NE

Other Businesses

1) NON VARIABLE LIFE AND HEALTH INSURANCE PRODUCTS, INSURANCE AGENT, MARCH 2024 START DATE OPERATED FROM 16240 ROLLING RIDGE ROAD,OMAHA, NE 68135. WILL SPEND LESS THAN 10 HOURS A MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS. 2) JEFFREY BREELING POSITION: Agent NATURE: Fixed insurance business. Sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: 16240 Rolling Ridge Road, Omaha NE 68135, United States DESCRIPTION: Fixed life insurance and long term care sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-01-17

Designations

• Chartered Financial Consultant