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William F

Series 63

Oakdale, MN

OSAIC

William Feiler is a financial advisor at OSAIC with 34 years of industry experience and holds a Series 63 designation. His career includes roles at Woodbury Financial Services, FSC Securities Corporation, Sage Point Financial, and Royal Alliance Associates. Outside of his advisory work, he owns a cattle-raising business where he raises and sells beef cattle. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by various tools and strategies.

Annuities Private / alternative investments
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Kaosheng M

Series 66

Oakdale, MN

OSAIC

Kaosheng Messerly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. Messerly is also involved as a licensed real estate agent, assisting clients in the purchase or sale of residential properties. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing a multi-advisor platform with a model-based investment approach focused on asset allocation and portfolio optimization.

Annuities Private / alternative investments
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Clayton S

Series 63, Series 65

Oakdale, MN

OSAIC

Clayton St George is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fortis Investors, Inc. and Fortis for over 30 years. Outside of his advisory role, he is involved in fixed insurance sales and co-owns a rental property with his wife. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm supports diverse client types including high-net-worth individuals, retirement plans, charities, and corporate clients.

Annuities Private / alternative investments
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Jenelle L

Series 63, Series 66

Oakdale, MN

OSAIC

Jenelle Langer is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services, Inc. for 13 years. Outside her advisory role, she serves as a medical power of attorney for her father. OSAIC serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by risk-assessment tools.

Annuities Private / alternative investments
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Peter M

Series 66

Oakdale, MN

OSAIC

Peter Miles is a financial advisor at Osaic with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory work, he is president of St. Croix Wealth Management LLC, which functions as a paying agent for employees and processes traditional insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Annuities Private / alternative investments
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David H

Series 63, Series 66

Oakdale, MN

OSAIC

David Huffcutt is a financial advisor at OSAIC based in Oakdale, MN, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Inc for 16 years before joining OSAIC. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies.

Annuities Private / alternative investments
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