RBC Capital Markets
47yrs
Top 1% by experience in Omaha
11yrs
Collyn Curtis is a fiduciary financial advisor in Omaha, Nebraska, with 11 years in the industry. Collyn joined Osaic Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeOmaha, NE
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowOsaic Wealth, Inc.Current firm
Contact Collyn
Omaha, NEOffice · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Collyn
Tailored to Collyn’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Collyn
How do I contact Collyn?
Call Osaic Wealth at (800) 821-5100 and ask for Collyn Curtis. Collyn works from the Omaha, NE office.
How long has Collyn been a financial advisor?
Collyn has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Collyn hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Collyn a fiduciary?
Collyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Collyn paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Collyn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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