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James B
Series 63, Series 66
Hastings, MN
OSAIC
James Biermaier Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior firms include Securities America Advisors, First Allied Advisory Services, and Wells Fargo Investments. Outside of his advisory work, he is involved in operating a coffee and wine bar alongside his wife and serves as president of a homeowners association at his vacation property. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process that incorporates asset allocation, portfolio optimization, and risk assessment tools, supported by a complex affiliate network and private-equity ownership.
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