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Christopher P

Series 66

Baxter, MN

OSAIC

Christopher Pederson is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Crow Wing Power Credit Union and Lifetouch. Pederson also operates a tax preparation business through Cornerstone Tax Services, LLC. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing across various investment types, supporting both discretionary and non-discretionary management.

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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James B

Series 63, Series 66

Baxter, MN

OSAIC

James Benson II is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera, AdvisorNet Wealth Partners, and Cornerstone Investment Advisors. Outside of his advisory work, he is a licensed pilot and owns several business entities related to his advisory practice. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

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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