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Michael N

Series 63, Series 65

Fair Oaks, CA

OSAIC

Michael Nelan is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Orba Financial Management Co, Signator Investors, Inc., and Osaic Wealth since 2018. Nelan also serves in the Nevada Air National Guard and is president of Fair Oaks Financial, Inc., a firm involved in financial planning, investment management, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party managers to create portfolios featuring various investment vehicles managed on both discretionary and non-discretionary bases.

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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Bradford R

Series 66

Fair Oaks, CA

OSAIC

Bradford Rasor is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth since 2018, following two years at Signator Investors, Inc. He also works as an independent life insurance agent, assisting clients with evaluating insurance needs and providing benefit options. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with investment strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments, using various tools to support portfolio construction and 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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