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Christopher C

Series 63, Series 65

Bloomington, MN

OSAIC

Christopher Casey is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Mutual/United Of Omaha for 18 years. In addition to his advisory role, he operates Casey Financial Services, LLC and serves as a health insurance referral partner through Clarity Financial. OSAIC 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 using firm-supported asset allocation tools and multiple third-party managed account platforms.

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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Michael B

ChFC®, Series 63, Series 65

Bloomington, MN

OSAIC

Michael Becker is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC since 2024 and previously worked at Securities America Advisors and Mutual of Omaha for over two decades. Becker volunteers on the Burnsville Chamber of Commerce Public Policy Committee and serves on the finance council at his church in Savage, MN. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement consulting, and access to third-party money managers, using various asset allocation tools and investment strategies.

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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