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Mitchell M

Series 66

Dubuque, IA

OSAIC

Mitchell McGraw is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. His career includes roles at FDG Mitch McGraw LLC and McGraw Property Management LLC, and he serves as an officer in the Iowa National Guard. In addition to his advisory work, he is involved in property management and insurance brokerage. OSAIC serves a broad range of clients, including individual and institutional investors, offering brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management, incorporating multiple investment vehicles and third-party 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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