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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| NE | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Omaha | NE | 05/2014 | 06/2024 |
| Arbor Point Advisors | Omaha | NE | 05/2014 | 11/2024 |
| Cyclone Technologies Inc | Omaha | NE | 12/2004 | 04/2018 |
| Concordia Lutheran Schools Of Omaha | Omaha | NE | 06/2011 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-04 |
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