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Peter M
CFP®, Series 63
Batesville, IN
OSAIC
Peter Mack is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. He previously worked for Securities America Advisors, Inc. for 15 years and operates his own CPA firm providing tax, accounting, and consulting services. Outside of his advisory work, he is involved in community organizations including serving on various finance committees, nonprofit boards, and as a soccer referee. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a range of investment and financial planning solutions. The firm utilizes firm-provided asset-allocation tools and supports discretionary and non-discretionary portfolio management, incorporating third-party money managers and wrap programs.
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