Daniel Wade Pierce

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

• 04/2011 → 03/2017
  Orion Advisor Services, Llc
  Omaha, NE
• 04/2011 → 03/2017
  Northern Lights Distributors, Llc
  Omaha, NE
• 06/2017 → 07/2019
  Nelnet
  Lincoln, NE
• 07/2019 → 10/2019
  Midwest Holdings
  Lincoln, NE
• 12/2019 → 05/2020
  Public Consulting Group
  Boston, MA
• 06/2020 → 11/2021
  Securian Financial Services Inc
  St Paul, MN
• 06/2020 → 11/2021
  Heritage Financial Services
  Omaha, NE
• 05/2020 → 06/2020
  Securian Financial Services Inc
  St Paul, MN
• 12/2021 → 04/2023
  Securian Financial Services Inc
  St. Paul, MN
• 12/2021 → 04/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 12/2021 → 04/2023
  Heritage Financial Services
  Omaha, NE
• 04/2023 → Present
  Advsisor Group
  Pheonix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-04-18 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2021-12-09 → 2023-04-17
  Securian Financial Services, Inc.
  Omaha, NE
• 2010-05-21 → 2010-11-05
  Securian Financial Services, Inc.
  Lincoln, NE

Other Businesses

1. Dino's Foods LLC DBA Nebraska Burger Company POSITION: Owner NATURE: single owner LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2021 ADDRESS: 901 Carlton Cir Lincoln, NE 68512 DESCRIPTION: own a mobile food vendor selling ready made food to customers. 2. Railhouse Pub, LLC POSITION: Sole Proprietor NATURE: Single-member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2025 ADDRESS: 303 Main St Hallam NE 68368 DESCRIPTION: This is a food service establish that serves food and drinks to customers, and offers different types of gaming, such as keno, skills games, pickle cards, etc. 3. Railyard Properties, LLC POSITION: Sole Proprietor NATURE: Single-member LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 303 Main St Hallam NE 68368 DESCRIPTION: Purchased commercial real estate that is leased to my restaurant

Exams

• S66 Uniform Combined State Law Examination
  2020-12-02