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Derrick Jordan Clevenger

Osaic Wealth, Inc.

Lincoln, NE

Kearney, NE

CRD 7451751

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-06-14
  • NE RA
    APPROVED
    Since 2024-06-14

Branch Locations

3401 Village Drive Ste 202, Lincoln, NE 68516 • United States

3715 29Th Ave Suite B, Kearney, NE 68845 • 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
Securities America Advisors Kearney NE 10/2021 06/2024
Futurity First Insurance Group Gibbon NE 03/2018 Present
Syngenta Gibbon NE 02/2014 02/2018
Osaic Wealth, Inc. Jersey City NJ 06/2024 Present
  • 10/2021 → 06/2024
    Securities America Advisors
    Kearney, NE
  • 03/2018 → Present
    Futurity First Insurance Group
    Gibbon, NE
  • 02/2014 → 02/2018
    Syngenta
    Gibbon, NE
  • 06/2024 → Present
    Jersey City, NJ
Previous Registrations
  • 2021-10-12 → 2024-06-14
    Securities America Advisors, Inc.
    Kearney, NE
Other Businesses

1. INSURANCE Position: AGENT Nature: INSURANCE Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 09/22/2021 Address: 3715 29th Ave, Kearney NE 68845, United States Description: INSURANCE 2. MIDPLAINS ADVISORS POSITION: Financial Advisor NATURE: MidPlains Advisors is the Agency Name that we use for marketing purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 3401 Village Drive, Suite 202, Lincoln NE 68516, United States DESCRIPTION: I'm an Insurance Agent and Financial Advisor that works with people on Medicare, Life Insurance, and Investments. 3. CITY OF GIBBON POSITION: Mayor NATURE: City Government - Mayor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2026 ADDRESS: 1029 Court St, Gibbon NE 68840, United States DESCRIPTION: I am Mayor of the city of Gibbon. This is not a full time position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-02
Other Names
  • Derrick Clevenger

View on SEC IAPD

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