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Dustin John Will

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 2023-09-01
SD RA APPROVED 2023-09-01
  • NE RA
    APPROVED
    Since 2023-09-01
  • SD RA
    APPROVED
    Since 2023-09-01

Branch Locations

3341 Pioneers Blvd Suite 1, Lincoln, NE 68506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Lincoln NE 10/2014 Present
Osaic Wealth, Inc. Lincoln NE 09/2023 Present
  • 10/2014 → Present
    Sagepoint Financial
    Lincoln, NE
  • 09/2023 → Present
    Lincoln, NE
Previous Registrations
  • 2014-10-31 → 2023-09-01
    Osaic Services, Inc.
    Scottsdale, AZ
    Lincoln, NE
  • 2009-06-30 → 2014-10-31
    New England Securities
    Overland Park, KS
    Lincoln, NE
Other Businesses

1)INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS (DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) FOR 6HRS/WK & 2HR EVENING & WKENDS SINCE 04/2011. 2) INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS (DENTAL AND GROUP DISABILITY INCOME, DISABILITY, LIFE/ACCIDENT/HEALTH, MEDICARE RELATED PRODUCTS) FROM BUSINESS ADDRESS 8 WEEKDAY AND 2 EVENING/WEEKEND HOURS SINCE 5/11 UNDER BENEFIT MANAGEMENT. 3) INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Recently established an LLC effective 9/1/15. It has been formed as Dustin J. Will, LLC. This is for the purposes of my current OBA listed as #1. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2015 ADDRESS: 3341 Pioneers Blvd., Ste. 1, Lincoln NE 68506, United States DESCRIPTION: Sales and service of Disability, Life, Health, and Long Term Care Insurance 4) BENEFIT MANAGEMENT POSITION: Insurance Broker NATURE: I am a 1099 independent contractor that works underneath the Benefit Management insurance agency soliciting fixed insurance primarily in the group insurance market (group health, life, dental, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2011 ADDRESS: 3341 Pioneers Blvd, Ste. 1, Lincoln NE 68506, United States DESCRIPTION: Solicit and service employee benefit clients in relation to their fixed insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-27
  • S66 Uniform Combined State Law Examination
    2009-05-27
Designations
Other Names
  • Dustin Will

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