Jeffrey Breeling (CRD# 2121228) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Omaha, NE and has over 33 years of experience in the finance industry.
CRD# 4707408
Cwm, LLC
CRD# 4856540
Charles Schwab & Company, Inc.
CRD# 4276855
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | Omaha, NE | Mar 2024 - Current | < 1 |
| Lpl Financial LLC | Omaha, NE | Jan 2020 - Mar 2024 | 4 |
| Cetera Advisor Networks LLC | Omaha, NE | Sep 2019 - Jan 2020 | < 1 |
| Summit Financial Group Inc. | Omaha, NE | Aug 2015 - Jan 2020 | 4 |
| Summit Brokerage Services Inc. | Omaha, NE | Aug 2015 - Sep 2019 | 4 |
| Sii Investments | Waterloo, NE | Sep 2009 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
- NE
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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