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Eve O

Series 66

Onalaska, WI

OSAIC

Eve Opland is a financial advisor with OSAIC located in Onalaska, WI, holding a Series 66 designation and bringing 12 years of industry experience. She has worked with Securities America Advisors, Inc. and Next Financial Group, Inc. prior to joining OSAIC. Outside of her advisory role, she has experience assisting clients and managing office operations through her work with Klauke Investments & Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

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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