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Deborah C
Series 63, Series 66
Plainwell, MI
OSAIC
Deborah Clark is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services Inc. and Invest Financial Corp. Outside of her advisory role, Clark volunteers on the River Escape HOA board and owns Clearwater Financial Inc., which provides securities, fixed insurance, and tax preparation services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.
Ashley H
CFP®, Series 66
Plainwell, MI
OSAIC
Ashley Hare is a CFP® credentialed financial advisor with OSAIC Wealth Inc, bringing one year of industry experience. Prior to joining OSAIC, she worked at Clearwater Financial, part of the OSAIC network, for six years. Outside of advisory work, she has experience preparing federal and state tax returns and has been involved in fixed insurance sales. OSAIC Wealth serves a broad mix 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 emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of investment strategies through an extensive affiliate network.
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