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Steven K

Series 66

Grand Junction, CO

OSAIC

Steven Keeley is a financial advisor at OSAIC with five years of industry experience. His background includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of advisory work, he is involved in property management through his sole proprietorship, Keeley Corp Ltd. OSAIC serves a broad range of retail and institutional clients by offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms to manage portfolios that include a variety of 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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Peter K

Series 63, Series 66

Grand Junction, CO

OSAIC

Peter Kunisch is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Crestone Wealth Advisors, High Point Financial Group, Eagle Strategies, and New York Life. Kunisch is a member of multiple LLCs involved in office management and business operations. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across a range of asset classes for discretionary and non-discretionary accounts.

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 F

Series 65, Series 63

Grand Junction, CO

OSAIC

Bradley Feldhaus is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at New York Life, Eagle Strategies, High Point Financial Group, and Crestone Wealth Advisors. He serves on the board of HopeWest, a nonprofit organization involved in governance and fundraising. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party platforms 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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