Michael Nielsen is a CFP® professional with 28 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Nielsen Financial Services, Inc. and Sagepoint Financial, Inc. Outside of his advisory work, he serves as president of Nielsen Financial Services, managing its financial operations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio management across a variety of investment products.

Daniel Nielsen is a financial advisor with OSAIC based in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Nielsen is engaged as an insurance agent licensed to sell various types of life and term insurance products. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and offers access to multiple investment platforms and third-party money managers.