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Jacob B
Series 63, Series 65
Lakeville, MN
OSAIC
Jacob Biermaier is a financial advisor with OSAIC in Lakeville, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Balanced Wealth Management and Securities America Advisors. Outside of his advisory role, he serves as an on-ice official for youth and high school hockey and coaches baseball at East Ridge High School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.
Jeffrey M
Series 63
Lakeville, MN
OSAIC
Jeffrey Myers is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory role, Myers is a scout leader and a small group leader at Hosanna Church. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an investment approach that combines asset-allocation tools, risk-tolerance analysis, and diversified portfolios including stocks, bonds, and alternative investments.
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