Andrew Lee Sorum

Christopher Lage is an investment advisor at OSAIC with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Royal Alliance since 2019. Prior to his advisory career, he operated Chris Lage Construction for seven years. Outside of finance, he owns and manages Lage Tree Farm LLC, which grows and sells Christmas trees and other tree species. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and programs to construct and manage diversified portfolios on either a discretionary or non-discretionary basis.

Gary Lage is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry, including prior roles at Royal Alliance Associates, AdvisorNet Wealth Management, ProEquities, and Retirement Advisory Services, where he is a sole proprietor. Outside of advisory work, he owns an insurance business focused on fixed insurance products such as fixed life, disability, and annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across numerous platforms, employing a variety of portfolio construction tools and offering access to third-party money managers and wrap programs.

Seth Lage is a financial advisor with Osaic based in Pelican Rapids, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Osaic since 2019 and has a decade of involvement with Brewtus Brick House. Outside of his advisory role, he is a co-owner and investment advisor representative of Retirement Advisory Services Inc., where he also serves as an insurance producer handling annuity applications. OSAIC serves a diverse range of clients, including individual investors, corporations, pension plans, and charitable organizations, offering brokerage and advisory services through an extensive network of financial advisers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.