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William W
CFP®, Series 63
Johnston, IA
OSAIC
William Warren is a financial advisor with OSAIC based in Johnston, IA, holding the CFP® designation and Series 63 license. He has 35 years of industry experience, including roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Warren also owns and operates a tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, advisory, and financial planning services.
Grant H
CFP®, Series 66
Johnston, IA
OSAIC
Grant Heddinger is a CFP® with 12 years of industry experience, currently serving as an advisor at OSAIC since 2018. He has previously worked at Signator Investors Inc and Ameritas Investment Corp. Heddinger holds roles at Central Financial Group involving sales and marketing of fixed annuities, insurance, and securities, and is a board member of the NAIFA Central Iowa Chapter. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts through multiple advisory platforms.
Brad W
Series 63, Series 65
Johnston, IA
OSAIC
Brad Whitman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has held positions at Central Financial Group since 2005 and has managed multiple real estate investment LLCs, serving as a managing partner responsible for building oversight. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.
Hannah B
Series 66
Johnston, IA
OSAIC
Hannah Behnkendorf is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Principal Global Investors, Royal Alliance Associates, and Ameritas Investment Corp. She serves as an officer on the board of South Templar Park, Inc., a homeowners association in Iowa. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Brock N
Series 63, Series 65
Johnston, IA
OSAIC
Brock Norton is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corp and Sii. Outside of his advisory role, Norton is a managing partner in several LLCs that oversee commercial properties leased to Central Financial Group, where he also assists in managing the Fort Dodge office. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.
Klayton B
Series 66
Johnston, IA
OSAIC
Klayton Booth is a financial advisor affiliated with OSAIC, holding a Series 66 license and six years of industry experience. Prior to joining OSAIC, he worked at Royal Alliance for seven years and at Jimmy Johns for four years. Outside of his advisory role, Booth operates an independent insurance agency specializing in fixed insurance products and owns a tax preparation business. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.
Andrew B
Series 63, Series 65
Johnston, IA
OSAIC
Andrew Behnkendorf is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at Sii and Ameritas Investment Corp and maintains an independent insurance agent role through Central Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed portfolios using a range of investment strategies and technologies.
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