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Joshua H
Series 63, Series 65
East Troy, WI
OSAIC
Joshua Hanson is a financial advisor at Osaic Wealth Inc with Series 63 and Series 65 licenses. He has been with Osaic since 2026 and has prior experience working at FedEx Corporation and Walkowicz, Boczkiewicz & Co. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.
Joseph S
Series 63, Series 65
East Troy, WI
OSAIC
Joseph Spierenburg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in educational roles at several schools, including Burlington Catholic School Inc. and Catholic Central High School. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.
David F
Series 63, Series 65
East Troy, WI
OSAIC
David Flynn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and worked at Signator Investors, Inc. JHFN for 23 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in insurance brokerage activities, including serving as president of a private insurance business that generates mainly passive income. OSAIC Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services across various programs including financial planning, unified managed accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by advanced risk assessment tools and multiple custodial and legacy program arrangements.
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