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Jennifer K
CFP®, Series 66
Mishawaka, IN
OSAIC
Jennifer Keck is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. She has worked at Osaic since 2018 and previously spent 13 years with Signator and John Hancock. Keck is president of Redbud Financial Solutions, an accounting firm, and is involved in insurance brokerage as well as sales and marketing of securities and investment advisory products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.
Anthony M
Series 63, Series 65
Mishawaka, IN
OSAIC
Anthony Mudd is a financial advisor with Osaic Wealth, Inc. in Mishawaka, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Signator/John Hancock from 2005 to 2018 before joining Osaic Wealth. Outside of his advisory role, he serves as president of an insurance brokerage providing fixed insurance products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolio construction using asset-allocation tools and supports a variety of third-party managed account solutions.
William D
Series 65, Series 63
Mishawaka, IN
OSAIC
William Dorsch IV is a financial advisor with OSAIC in Mishawaka, IN, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at OSAIC since 2020 and previously held positions at Menards and had a brief period of unemployment. In addition to his role at OSAIC, he is an Investment Advisor Representative at Clarity Financial Partners, where he is involved in the sales and marketing of securities and insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct portfolios across various investment types.
Nathan F
Series 63, Series 65
Mishawaka, IN
OSAIC
Nathan Fisher is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Osaic since 2018, prior to which he was with Signator from 2002 to 2018. Outside of his advisory role, Fisher volunteers for a local political campaign. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and provides access to multiple third-party money managers and managed account platforms.
Rex S
Series 63, Series 65
Mishawaka, IN
OSAIC
Rex Sallak is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 20 years before joining OSAIC in 2018. He is also involved with Clarity Financial Partners, focusing on the sales and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client needs.
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