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Rebecca M

Series 63, Series 65

Pierre, SD

OSAIC

Rebecca Mikel is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of advising, she is involved in several family-owned businesses including a taxidermy operation, a storage facility, and farming, where she assists with bookkeeping and farm work. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a variety of financial services and utilizes asset-allocation tools, risk tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes, including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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