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Jerauld G

CFP®, Series 63, Series 65

Mitchell, SD

OSAIC

Jerauld Garry is a CFP®-designated financial advisor with over 41 years of industry experience. He currently works at OSAIC Wealth, Inc. and has held positions at Dice Financial Investment Advisory, LLC, Dice, Thomas Joel, and Royal Alliance Associates, Inc. He serves as a board member of the Mitchell Prehistoric Indian Village Preservation Society, a nonprofit focused on the preservation of a National Historic Landmark. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, providing both discretionary and non-discretionary management options.

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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Michael L

CFP®, Series 63, Series 65

Mitchell, SD

OSAIC

Michael Lebrun is a CFP® professional with 26 years of industry experience. He has been with Osaic since 2000 and previously worked at Dice, Thomas Joel and Dice Financial Investment Advisory, LLC. He serves as a board member for Abbott House, a nonprofit supporting at-risk children. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

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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Jacquelyn J

CFP®, Series 66

Mitchell, SD

OSAIC

Jacquelyn Johnson is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Osaic Wealth, Inc. and has previously worked at Dice Financial Investment Advisory, LLC, Dice, Thomas Joel, and Royal Alliance Associates, Inc. Johnson serves on multiple nonprofit boards, including the Abbott House Foundation, Dakota Wesleyan University, the University of South Dakota Foundation, Mitchell Area United Way, Avera Health, and the Mitchell Area Development Corporation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, offering customized portfolios with a range of asset classes and access to various third-party investment platforms.

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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Jesse T

Series 66

Mitchell, SD

OSAIC

Jesse Tolsma is a financial advisor with OSAIC Wealth, Inc. in Mitchell, South Dakota, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Royal Alliance and Dice Financial Investment Advisory, among others. He serves on the board of directors for First Circuit CASA, a nonprofit organization in his community. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs various asset-allocation tools and multiple advisory platforms to construct and manage portfolios with a wide range of investment options.

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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