Alek L Murphy

Current Employers

Employment History

• 09/2017 → 08/2020
  Mutual Of Omaha Investor Services
  Omaha, NE
• 06/2017 → 08/2020
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 01/2017 → 05/2017
  Genesis Health Clubs
  Lincoln, NE
• 04/2015 → 12/2016
  General Nutrition Center
  Norfolk, NE
• 05/2012 → 06/2020
  Humphrey Democrat
  Humphrey, NE
• 08/2020 → 01/2024
  Woodbury Financial Services Inc
  Council Bluffs, IA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Council Bluffs, IA

Previous Registrations

• 2020-08-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Council Bluffs, IA
• 2018-04-16 → 2020-08-12
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE

Other Businesses

1) MURPHY WEALTH MANAGEMENT POSITION: Owner NATURE: S Corp. for accounting purposes for my book of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2022 ADDRESS: 23065 Sumac Rd, Neola IA 51559, United States DESCRIPTION: I sign checks. 2) ALEK MURPHY POSITION: Landlord NATURE: Joint Ownership with my wife. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2025 ADDRESS: 809 Commercial Street, Council Bluffs IA 51503, United States DESCRIPTION: My wife and I own a rental property at the address listed above (809 Commercial Street, Council Bluffs, IA 51503). We collect rent and maintain the property for our tenants. This is separate from my advisory business. 3) HABITAT FOR HUMANITY OF COUNCIL BLUFFS POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2022 ADDRESS: 1228 S Main St, Council Bluffs IA 51503, United States DESCRIPTION: Providing input on issues about Habitat for Humanity and the housing projects they provide for the community of Council Bluffs. 4) ST Paul's LUTHERAN CHURCH POSITION: Council Member NATURE: LLC - Church Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2024 ADDRESS: 22163 Sumac Rd, Neola IA 51559, United States DESCRIPTION: I am the church counselor discussing matters related to the function of the church. This church does have investments that are managed by another Advisor, The Narmi Group, but I abstain from any decision making and recommendations regarding the investments as far as my role on the board goes. 5) BRIDGEPOINTE WEALTH ADVISORS POSITION: Financial Advisor/Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/04/2024 ADDRESS: 226 S 6th Street, Council Bluffs IA 51501, United States DESCRIPTION: Providing investment advice and recommendations to clients. 6) FREEDOM TEAM TRADING POSITION: Coach NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2025 ADDRESS: 23065 Sumac Rd, Neola IA 51559, United States DESCRIPTION: I am a coach for a group called Freedom Team Trading that helps individuals learn how to trade securities on their own. I do not provide any recommendations for buying or selling securities. I simply provide education to members of this group, helping them learn how to trade securities on their own. 7) MURPHY WEALTH MANAGEMENT POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/16/2022 ADDRESS: 23065 Sumac Rd, NEOLA IA 51559, United States DESCRIPTION: I sign checks and balance the books for the s corp

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-13
• S63 Uniform Securities Agent State Law Examination
  2017-11-22