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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-19
NE RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2025-05-19
  • NE RA
    APPROVED
    Since 2024-01-19

Branch Locations

8035 Eiger Dr Ste A, Lincoln, NE 68516 • United States

301 S 6Th Street Suite #10, Beatrice, NE 68310 • 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
Target Lincoln NE 01/2014 05/2022
Woodbury Financial Services Inc Beatrice NE 05/2022 01/2024
Osaic Wealth, Inc. Beatrice NE 01/2024 Present
  • 01/2014 → 05/2022
    Target
    Lincoln, NE
  • 05/2022 → 01/2024
    Woodbury Financial Services Inc
    Beatrice, NE
  • 01/2024 → Present
    Beatrice, NE
Previous Registrations
  • 2022-09-02 → 2024-01-19
    Woodbury Financial Services, Inc.
    Beatrice, NE
Other Businesses

1. MUEHLING FINANCIAL POSITION: Investment Advisor Representative NATURE: Insurance Producer - Life, Health, Sickness INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/23/2023 ADDRESS: 301 S. 6th St, STE 10, Beatrice NE 68310, United States DESCRIPTION: Life, Health, and Sickness Insurance Producer 2. HICKMAN AREA COMMUNITY FOUNDATION FUND POSITION: Board Member NATURE: Community Foundation - charitable organization for local town and area INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: PO Box 148, Hickman NE 68372, United States DESCRIPTION: I volunteer as a board member for the Hickman Area Community Foundation Fund, a small community foundation benefiting the residents of Hickman, NE. I serve as a volunteer on the board attending our monthly meetings and offering volunteer services for our causes in my free time. I receive no compensation for this position. 3. NOAH BOHLMANN POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2026 ADDRESS: 1213 Birchwood Drive, Hickman NE 68372, United States DESCRIPTION: Inherited farmland, taking rental income yearly from it, including CRP rental income. Renew contract yearly with local farmer.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-31
  • S66 Uniform Combined State Law Examination
    2022-08-31

View on SEC IAPD

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