Mark Flenniken is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation and Mass Mutual Investors Services. Outside of his advisory role, he owns Omega7, a sole proprietorship focused on business succession planning and insurance services, and acts as a general agent for a property and casualty insurance brokerage. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools and allows advisors to implement discretionary and non-discretionary strategies along with third-party manager selections.

Keith Platte is a Series 66 licensed advisor with OSAIC based in Kalamazoo, MI. He has one year of industry experience, including prior roles at HFG Financial Group and seven years with Covenant Academy Foundation and Axios HR. Outside of his advisory work, he serves as president of the New Village Place Estates Condominium Association and works as a tax preparer at Lockwood Tax Center. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of account types and third-party manager programs.