Family-run Omaha advisory firm selects Osaic for expanded technology, planning resources and operational support

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Pearce Financial has joined the firm from Integrity Alliance, LLC. Based in Omaha, Nebraska, the advisory team oversees approximately $143 million in client assets.

Pearce Financial is a multigenerational family business led by investment advisors Kevin and Trent Pearce, a father-and-son team, alongside planning assistants Julie and Kara Pearce, a mother-and-daughter team. Together, they serve individuals and families with a focus on building lasting relationships and supporting clients through multiple generations.

“Our family has built this business by putting relationships first and helping clients feel informed and confident about their financial decisions,” said Kevin Pearce, president at Pearce Financial. “Osaic gives us access to expanded technology, planning capabilities and operational resources that can help us continue evolving while remaining focused on the families we serve.”

Through its affiliation with Osaic, Pearce Financial will have access to an integrated wealth management platform, expanded financial planning resources and operational support designed to help the team streamline its business, deepen its client service capabilities and support its long-term growth.

“We’re excited to welcome Pearce Financial to Osaic as they continue to grow their business,” said Erinn Ford, executive vice president of advisor engagement. “Their dedication to serving clients, combined with Osaic’s commitment to helping advisors increase productivity, streamline operations and access industry-leading support, creates a strong foundation for continued success.”

The affiliation follows other recently announced firms that have selected Osaic, including Signature Private Wealth Management, Neville & Associates and Du Lac Wealth Services.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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