AB
AB

Alexander James Brinkman

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None
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Location

14301 Fnb Pkwy Ste 201, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexander is a Senior Operations Leader at Kerins Hendrickson Wealth Management LLC, a DBA for Osaic Advisory Services. He dedicates full-time hours to tasks such as fund transfers, trade placements, client communication, and assisting advisors.

Employment History
Current Registrations
Osaic Advisory Services, LLC
November 2024 - Present · 1 yr 3 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Arbor Point Advisors
May 2024 - November 2024 · 6 mos
Securities America, INC.Broker
May 2024 - June 2024 · 1 mo
Fidelity Personal and Workplace Advisors
January 2022 - May 2024 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
January 2022 - April 2024 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - December 2021 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - December 2021 · 5 yrs
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.