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Read O

Series 65, Series 63

Lone Tree, CO

OSAIC

Read Otto is a financial advisor at Osaic Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at First Command Advisory Services and affiliated First Command entities from 2014 to 2023. He is the owner and founder of NMRC LLC dba Escape Velocity Financial Planning and is a licensed insurance agent specializing in fixed insurance and annuity products. Otto is also a Colorado public notary, providing notary services to his clients. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing 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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