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Alexander S
Series 66
Algona, IA
OSAIC
Alexander Schwarck is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018. Schwarck is also a partner of Central Financial Group, where he is involved in sales and operational duties. Outside of advising, he owns Okoboji Investments LLC, a land investment business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to construct client portfolios.
Andrew J
Series 63, Series 65
Algona, IA
OSAIC
Andrew Jansen is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Royal Alliance Associates, Sii, Ameritas Investment Corp, and Central Financial Group. Jansen is a partner and COO of Central Financial Group, where he manages operational duties and sales of fixed insurance and securities-related products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and third-party solutions to construct and manage portfolios across various investment types.
Amy J
Series 63, Series 65
Algona, IA
OSAIC
Amy Jansen is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 16 years of industry experience. Her prior work includes roles at Royal Alliance Associates, INC., Sii, Ameritas Investment Corp, and Central Financial Group, where she has also served as a registered assistant and supervising principal involved in fixed insurance products and agency operations. OSAIC serves a diverse range of clients, including individual investors and institutional entities, offering integrated brokerage and advisory services with a comprehensive investment approach that includes asset allocation tools, risk assessments, and access to multiple third-party managers and platforms.
Alex E
Series 66
Algona, IA
OSAIC
Alex Elbert is an advisor with OSAIC based in Algona, Iowa, holding a Series 66 designation and with five years of industry experience. He has worked at Central Financial Group since 2019 and previously worked at Algona Marine & Sport for eight years. Outside of his advisory role, Elbert is involved in farming activities and serves as a managing partner for several LLCs that oversee commercial real estate properties. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with tools that support customized portfolio construction and a variety of management options.
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