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Spencer S
Series 66
Birmingham, MI
OSAIC
Spencer Schmale is a financial advisor at Osaic Wealth Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for nine years. Schmale is also the owner of Spencer Schmale Financial, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.
Mark I
Series 66
Birmingham, MI
OSAIC
Mark Ivanovic is a financial advisor at OSAIC Wealth Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for 14 years. Ivanovic also serves as Vice President of The Investment Consulting Group LLC, where he manages client requests and oversees branch operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized portfolios across multiple asset classes.
Andrea W
Series 66
Birmingham, MI
OSAIC
Andrea Waidner is a financial advisor with OSAIC in Birmingham, MI, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc., she worked at Investment Consulting Group and has experience in various non-financial roles including positions at Randolph's Salon and Ulta. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs a variety of asset allocation and portfolio management tools.
Richard A
Series 66
Birmingham, MI
OSAIC
Richard Allen is a financial advisor with OSAIC Wealth, Inc. based in Birmingham, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at OSAIC Wealth since 2023 and previously spent 14 years with Wells Fargo Advisors Financial Network LLC. Allen is also affiliated with The Investment Consulting Group, where he serves as a financial planner. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to multiple managed account solutions.
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