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Russell K

Series 63

New Berlin, WI

OSAIC

Russell Kenitzer is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Woodbury Financial Services Inc and Sii Investments. In addition to his advisory role, he owns Kenitzer Tax Group, a sole proprietorship focused on tax preparation and planning, and operates an insurance agency specializing in fixed insurance products. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk-tolerance assessments, and third-party money managers.

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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Neil D

Series 63, Series 65

New Berlin, WI

OSAIC

Neil Dunham is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 registrations and has 27 years of industry experience. His prior roles include positions at Financial Independence Group and Global Atlantic Financial Company. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing various asset-allocation tools and third-party managers to construct tailored portfolios across multiple investment types.

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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