Debra Ann Hendrickson

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 05/2014 → 06/2024
  Securities America Inc
  Omaha, NE
• 05/2014 → 11/2024
  Arbor Point Advisors
  Omaha, NE
• 12/2004 → 04/2018
  Cyclone Technologies Inc
  Omaha, NE
• 06/2011 → Present
  Concordia Lutheran Schools Of Omaha
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2014-05-22 → 2024-11-08
  Arbor Point Advisors
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2010-08-03 → 2014-06-03
  Manarin Investment Counsel Ltd
  San Juan, PR
• 2007-09-19 → 2008-12-23
  Securities America Advisors, Inc.
  Omaha, NE

Other Businesses

1. DBA - Kerins Hendrickson Wealth Management 2. KERINS HENDRICKSON WEALTH MANAGEMENT POSITION: IAR/Vice President NATURE: Kerins Hendrickson Wealth Management (LLC) is the DBA for our wealth management practice. I am an investment advisor representative and independent contractor working with Osaic Advisory Services, our selected RIA. I've been an Investment Advisory/IAR as of May 2014 (We were IAR's under Arbor Point who then merged to become Osaic. In addition, I have an insurance license to be able to service client's annuity contracts that they transfer in. I do not sell insurance or annuities. All business is visible through Osaic Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/04/2021 ADDRESS: 14301 FNB Parkway, Suite 201, Omaha NE 68154, United States DESCRIPTION: Full time Investment Advisor Representative managing client assets 3. INSURANCE POSITION: Vice President/Wealth Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2021 ADDRESS: 14301 FNB Parkway, Suite 201, Omaha NE 68154, United States DESCRIPTION: From time to time, I evaluate clients insurance coverage. I only advise high level and never sell products.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-04

Other Names

• Debra Ann Domling
• Debra Ann Uffelman