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Lewis Paul Linkugel

Osaic Wealth, Inc.

Lincoln, NE

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-19
  • NE RA
    APPROVED
    Since 2024-01-19

Branch Locations

5831 South 58Th Suite D, Lincoln, NE 68516 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lewis P. Linkugel Insurance & Investment Lincoln NE 02/1994 Present
Woodbury Financial Services, Inc. Lincoln NE 02/1998 01/2024
Osaic Wealth, Inc. Lincoln NE 01/2024 Present
  • 02/1994 → Present
    Lewis P. Linkugel Insurance & Investment
    Lincoln, NE
  • 02/1998 → 01/2024
    Woodbury Financial Services, Inc.
    Lincoln, NE
  • 01/2024 → Present
    Lincoln, NE
Previous Registrations
  • 2007-02-16 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lincoln, NE
    Lincoln, NE
    Lincoln, NE
Other Businesses

1) SALE OF UL, TERM LIFE INS,LTC, HEALTH INS, CANCER INS; LEWIS P LINKUGEL FINANCIAL SERVICES; 5831 SOUTH 58TH SUITE D LINCOLN, NE 68516; OWNER, REP; INTERMINGLED WITH INVESTMENT BUSINESS; START 2/90; 80 HOURS PER MONTH; 3 HRS; SALE AND SERVICE OF ABOVE LISTED PRODUCTS 2) LEWIS P LINKUGEL FINANCIAL SERVICES POSITION: Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1990 ADDRESS: 5831 S 58th St, Suite D, Lincoln NE 68516, United States DESCRIPTION: Sale of insurance life insurance policies. Long term care, health, cancer, dental, hospital, Medicare, 3) LINKUGEL FINANCIAL SERVICES, INC POSITION: Sales NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1990 ADDRESS: 5831 S 58th St, Suite D, Lincoln NE 68516, United States DESCRIPTION: Work with Federal and Postal employees in helping them with their benefits and retirement. 4) LEWIS P LINKUGEL FINANCIAL SERVICES POSITION: Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/1990 ADDRESS: 5831 S 58th St, Suite D, Lincoln NE 68516, United States DESCRIPTION: Sale of Ul, Term Life Ins, Ltc, Health Ins, Cancer Ins

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-12
S63 Uniform Securities Agent State Law Examination 1993-10-06
  • S65 Uniform Investment Adviser Law Examination
    2006-09-12
  • S63 Uniform Securities Agent State Law Examination
    1993-10-06
Other Names
  • Lewis P Linkugel

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