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Paul M

Series 66

Appleton, WI

OSAIC

Paul Meyer is a financial advisor at OSAIC with a Series 66 registration and 21 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 20 years before joining OSAIC in 2025. Meyer serves as a board member for the nonprofit organization Soar Fox Cities and assists clients with life settlements, insurance products, and disability income insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation tools, risk-tolerance assessments, and a broad range of investment options, including third-party managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew R

Series 66

Appleton, WI

OSAIC

Andrew Ryan is a financial advisor with OSAIC based in Appleton, WI, holding a Series 66 credential and five years of industry experience. He previously worked at Lincoln Financial Advisors and BMO Harris Bank. Outside of financial advising, Ryan serves as the Director of Worship and Music Ministries at Cross Walk Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment options and third-party managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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