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Cory K
CFP®, Series 63, Series 65
Columbus Grove, OH
OSAIC
Cory King is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company since 2002. King also serves on the board of directors of The Corn City State Bank and owns a financial planning sole proprietorship under Strategic Financial Resources. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary basis.
Michael A
Series 63, Series 65
Columbus Grove, OH
OSAIC
Michael Allen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. In addition to his advisory role, he owns Strategic Financial Resources, LLC, an insurance business focusing on life insurance and variable annuities for existing clients. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a wide variety of investment vehicles.
David E
Series 63, Series 65
Columbus Grove, OH
OSAIC
David Ellerbrock is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he serves as Financial Secretary for St. Anthony's Knights of Columbus #9788 and operates a CPA practice focused on income tax planning and preparation. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various tools and platforms to construct diversified portfolios tailored to client needs.
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