Unclaimed
Paul Hassler is a financial advisor at Osaic Wealth, Inc. Paul has been in the financial services industry since June 1990. Paul is registered in 40 states, including Nebraska, for both broker-dealer and investment advisor activities. Paul also owns and operates Premier Financial, Inc., an insurance wholesaler in Lincoln, Nebraska.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
09/01/2023 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
10/02/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
01/03/2006 - 09/15/2014
SPECTRUM CAPITAL, LLC (OMAHA NE)
NE
06/09/1997 - 12/31/2005
PREMIER FINANCIAL SECURITIES, INC. (LINCOLN NE)
IL
08/12/1994 - 06/03/1997
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
IL
02/23/1993 - 11/12/1993
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
AL
06/11/1991 - 12/31/1992
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
WI
05/25/1988 - 04/30/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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