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Brent P

CFP®, Series 66

Faribault, MN

OSAIC

Brent Peroutka is a CFP® professional with 18 years of industry experience, currently advising at Osaic since 2024. He previously spent 13 years at Woodbury Financial Services, Inc. Peroutka is involved in several community organizations in Faribault, MN, including serving as a board member and foundation chair of the Faribault Rotary Club and as secretary of the Faribault Booster Club. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management with access to multiple third-party money managers and advisory 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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