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Diana P
Series 63, Series 66
Okemos, MI
OSAIC
Diana Pringle is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Securian Financial Advisors Great Lakes, Securian Financial Services Inc., and Minnesota Life. Outside of her advisory work, she owns Bay Harbor Technologies, LLC, through which she has authored children's books intended for grieving parents. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management solutions and is notable for its scale, complex affiliate network, and recent consolidation activities.
Tonya R
Series 63, Series 65
Okemos, MI
OSAIC
Tonya Richey is a financial advisor at Osaic with one year of industry experience. She previously worked at Ascend Virtual Assistance for seven years and spent seven years as a stay-at-home mom. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, supported by multiple custodial and legacy program arrangements.
Forrest B
Series 66
Okemos, MI
OSAIC
Forrest Bouyer is a financial advisor with OSAIC in Okemos, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Royal Alliance, Securian Financial Advisors of the Great Lakes, Minnesota Life, and Founders Financial Securities LLC. Outside of his advisory role, he serves as a volunteer board member for the nonprofit Petals & Pinecones, is on the board of Elite Nation Basketball, and acts as a Lead Deacon at Kingdom Life Church. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.
Nicklaus P
Series 66
Okemos, MI
OSAIC
Nicklaus Pringle is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience and holds a Series 66 credential. His prior roles include positions at Thrivent Financial, Securian Financial Advisors, and Minnesota Life Insurance Co. Outside of his financial career, he is developing a website for travel nurses to rate hospitals and clinics. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with a multi-advisor platform that supports a variety of portfolio management strategies and third-party manager programs.
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