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Greg B
Series 63, Series 66, Series 65
Carmel, IN
OSAIC
Greg Blunk is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 designations and 26 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors. Blunk is also a founding partner of Blunk Financial Group, a registered securities business that offers fixed life insurance and annuity sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, offering a range of advisory programs and third-party manager options.
Raymond B
Series 63
Carmel, IN
OSAIC
Raymond Blunk is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Blunk operates Blunk Financial Group, a sole proprietorship involved in marketing and sales of fixed insurance products as well as securities, mutual funds, and general financial advisory services. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.
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