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Blaine S

Series 63, Series 65

Dickinson, ND

OSAIC

Blaine Stockert is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for 12 years and has been affiliated with American Trust Center since 2006. Outside of his advisory work, he is the managing partner and secretary/treasurer of Laugh & Learn Daycare. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

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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Collette S

Series 66

Dickinson, ND

OSAIC

Collette Shifflett is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. She previously worked at Bravera Bank and Dunham's Sports. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm uses various tools and platforms to construct and manage diversified portfolios, providing access to multiple investment vehicles and third-party solutions.

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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Wyatt N

Series 63, Series 65

Dickinson, ND

OSAIC

Wyatt Nelson is a financial advisor with OSAIC based in Dickinson, ND, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at American Portfolios Financial Services, New York Life Insurance Co., and Pioneer Energy Services. Outside of advising, he serves as a blackjack dealer for the DSU Heritage Foundation, a college charity. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses a combination of asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios, with options for discretionary or non-discretionary account 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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