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David R
Series 66
St. Joseph, MO
OSAIC
David Richmond is a financial advisor with OSAIC in St. Joseph, Missouri. He holds a Series 66 designation and has 16 years of industry experience, previously working at Sagepoint Financial, Inc. from 2010 to 2023. Richmond serves as a board member for the St. Joseph School District and Mosaic Life Care Foundation, both nonprofit organizations. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing to manage a broad range of investment vehicles.
Rodney K
Series 66
St. Joseph, MO
OSAIC
Rodney Kenagy is a financial advisor at OSAIC in St. Joseph, MO, holding a Series 66 designation with one year of industry experience. Prior to joining OSAIC, he worked at Terumo Medical Corporation and was involved with Impact Zone Golf. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.
W H
CFP®, Series 63, Series 65
St. Joseph, MO
OSAIC
W Hinde is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Hinde serves as a board member of the MWSU Foundation, a 501(c)(3) organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios that can include a broad range of investment products.
Charles H
CFP®, Series 63, Series 66
St. Joseph, MO
OSAIC
Charles Hinde is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation and has previously worked at SagePoint Financial and Fidelity Investments Institutional Services Company. He serves on the board of the Family Guidance Center, a nonprofit organization. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a diverse client base, including individual investors, corporations, and charitable organizations. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.
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