Thomas Patrick Kerins

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

• 05/2014 → 06/2024
  Securities America Inc
  Omaha, NE
• 05/2014 → 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

• 2014-05-19 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 1994-03-12 → 2014-06-03
  Manarin Investment Counsel Ltd
  Omaha, NE
  San Juan, PR

Other Businesses

1. DBA - Kerins Hendrickson Wealth Management 2. KERINS HENDRICKSON WEALTH MANAGEMENT POSITION: President NATURE: Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/04/2021 ADDRESS: 14301 FNB Pkwy, Suite 201, Omaha NE 68154, United States DESCRIPTION: Manage Client Portfolios

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-11
• S63 Uniform Securities Agent State Law Examination
  1993-08-03

Other Names

• Thomas P Kerins