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Mitchel R

Series 63, Series 65

Forest Lake, MN

OSAIC

Mitchel Rehbine is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and was previously affiliated with Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he is involved as a statutory agent for a corporation marketing insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers a range of integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports multiple advisory platforms and third-party managed 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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Doreen W

Series 63, Series 65

Forest Lake, MN

OSAIC

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. Weber also operates Weber Consulting and serves as a Compliance and Supervision Specialist for Five Star Financial Resources. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm integrates brokerage and advisory services through multiple platforms, using asset-allocation tools and risk-assessment processes to manage portfolios that include a range of investment securities with discretionary or non-discretionary account 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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Bradley B

Series 63, Series 65

Forest Lake, MN

OSAIC

Bradley Beck is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck is a board member of Gentry Academy, contributing to school operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple 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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Douglas B

Series 63, Series 65

Forest Lake, MN

OSAIC

Douglas Beck is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside his advisory role, Beck is owner of an automotive service business operated by his son and serves as a board member for an office building management association. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporate pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset types on discretionary or 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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Jack P

Series 66

Forest Lake, MN

OSAIC

Jack Puder is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Equitable Advisors and has experience in screen printing supply distribution as an assistant at Northwest Graphic Supply Co. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple account management styles, with a complex corporate structure that includes private-equity ownership and multiple merger consolidations.

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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Kenneth M

Series 63

Forest Lake, MN

OSAIC

Kenneth Maahs is a financial advisor with OSAIC who holds a Series 63 designation and has 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Lakeland Mortgage Corporation since 2002. In addition to his advisory work, he operates KEN MAAHS AND ASSOCIATES, INC, a corporation focused on independent insurance sales and investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple investment platforms, employing asset-allocation tools and risk assessments to construct portfolios managed on discretionary or 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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Charlie R

Series 66

Forest Lake, MN

OSAIC

Charlie Rose is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He has held positions at Sagepoint Financial, INC., Five Star Financial Resources, Foster Klima, and Hilton Hotels. Rose is also a notary and has served as a financial planner involved in marketing financial services. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management using a wide range of investment products.

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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Keith M

Series 63, Series 65

Forest Lake, MN

OSAIC

Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

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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Luke O

Series 63, Series 65

Forest Lake, MN

OSAIC

Luke Opsahl is a financial advisor with OSAIC in Forest Lake, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles and can be managed on either a discretionary or non-discretionary basis.

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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