Collyn Lee Curtis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2018
  Mutual Of Omaha Investor Services
  Lincoln, NE
• 06/2014 → 04/2018
  Mutual Of Omaha Insurance Company
  Lincoln, NE
• 04/2018 → 06/2024
  Securities America, Inc.
  Lincoln, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Other Businesses

FUTURITY FIRST POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 04/23/2018 ADDRESS: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516, United States DESCRIPTION: Selling Insurance OCI POSITION: Insurance Agent NATURE: Health insurance and group insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2018 ADDRESS: 4221 N 203rd St, Elkhorn NE 68022, United States DESCRIPTION: I have a group life and disability policy through them with Midwest Medical Transport. I also run any health insurance through them whether it is group or individual policies. Also, if I need to sell a Blue Cross and Blue Shield Medicare supplement I will sell it through them. CURTIS FINANCIAL SERVICES, LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2020 ADDRESS: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516, United States DESCRIPTION: Sales and services of insurance products and variable and mutual funds. RCCC INVESTMENTS LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2020 ADDRESS: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516, United States DESCRIPTION: Sales and service of insurance products. DOUBLE C INVESTMENTS LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2020 ADDRESS: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516, United States DESCRIPTION: Sales and service of insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-21