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Laura H

Series 63, Series 65

Saint Cloud, MN

OSAIC

Laura Humphrey is a financial advisor at Osaic with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory work, she is a notary public and operates Granite Financial, LLC, which provides securities, insurance, and financial advice services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning and managed account solutions, employing tools such as asset-allocation models and automated rebalancing to create tailored portfolios.

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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Jameson B

Series 66

Saint Cloud, MN

OSAIC

Jameson Barrett is a financial advisor with Osaic Wealth, Inc. based in Saint Cloud, MN, holding a Series 66 designation and two years of industry experience. He has worked with several firms including Ameriprise and Securities America Advisors. Outside of finance, Barrett serves as a baseball umpire for high school, college, and amateur teams in the Saint Cloud area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

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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