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Christopher H

CFP®, Series 63

Sheboygan, WI

OSAIC

Christopher Heus is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors Inc / John Hancock from 2004 to 2018. He serves as a member of the St. Boniface Church Finance Board and coaches youth basketball in his community. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

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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Scott M

ChFC®, Series 63

Sheboygan, WI

OSAIC

Scott Mendelsohn is a financial advisor at Osaic with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic Wealth, Inc. in 2018, he worked at Signator Investors, Inc. and John Hancock Life Insurance Co. for 21 years. He also works as an insurance agent, advising clients on their insurance needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified 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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