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Issiah Burks

Advisor at OSAIC

Updated today

Location

Seward, NE 68434

Credentials

Series 66

Industry experience

< 1 year

About

Issiah Burks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and no prior industry experience. He also serves as a Wealth Management Officer at Jones Bank, where he provides financial advisory services to individuals and businesses. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced portfolio optimization tools and access to multiple custodial platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

203 S 6th St

Seward, NE 68434

Most active in

Nebraska

Work history

OSAIC

2025 - Present (1 year)

Jones Bank

2023 - Present (3 years)

WALMART

2022 - 2023 (1 year)

Caseys

2021 - 2022 (1 year)

MCDONALDS

2020 - 2021 (1 year)

Chartwells

2017 - 2020 (3 years)

N/a

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew M

Series 66

Seward, NE

Maxus Wealth Management LLC

Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

Income planning Retirement income strategy Options & derivatives strategies Active portfolio management Founder/Business Owner
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Roger G

Series 63, Series 65

Seward, NE

CreativeOne Securities, LLC

Roger Gamble is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Berthel Fisher & Company and VSR Financial Services. Outside of his advisory work, he serves as president of Mighty Fortress Evangelical Lutheran Church in Seward, Nebraska. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm utilizes fundamental and cyclical analysis along with model rebalancing and periodic reviews to manage portfolios, offering both discretionary and non-discretionary solutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Mitch K

Series 66

Seward, NE

Thrivent Advisor Network, LLC

Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Kara K

Series 66

Seward, NE

Ameritas Advisory Services, LLC

Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Shane B

CFP®, Series 63, Series 65

Seward, NE

Ameriprise

Shane Baack is a CFP® professional with 17 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Jones Insurance Agency, Union Financial, Principal Securities, and Jones Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Adam G

Series 66

Seward, NE

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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