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Jesse M
CFP®, Series 63, Series 66
Waterloo, IA
OSAIC
Jesse Meehan is a CFP® professional with 21 years of experience in financial advisory. He is currently with OSAIC and has held prior roles at Signator Investors, Inc. and Advisors Advantage Network. Meehan also serves as president of Financial Decisions Group, an S-corp engaged in securities transactions and fixed insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Noah A
Series 66
Waterloo, IA
OSAIC
Noah Arends is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at Iowa State University and Corteva. Outside of advising, he assists other advisors with client relationship management and case preparation as a registered assistant at Financial Decisions Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools and third-party platforms to construct and manage portfolios that include a wide range of investment types.
George P
CFP®, Series 66
Waterloo, IA
OSAIC
George Peterson is a CFP® and Series 66-credentialed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC, he held positions at John Deere and various retail companies. He is also involved in financial planning and insurance sales under the Financial Decisions Group DBA. OSAIC serves a diverse client base including individual investors, high-net-worth clients, corporations, and nonprofit organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes proprietary tools for portfolio construction and management.
William M
Series 63, Series 65
Waterloo, IA
OSAIC
William Mcintee is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with OSAIC since 2018 and formerly worked at Signator Investors, Inc. from 2016 to 2018. He is also president of Bill Mcintee Financial Services Inc. Outside of his advisory roles, he has involvement with a family LLC established to manage ownership of a family cabin. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
Chase F
Series 63, Series 65
Waterloo, IA
OSAIC
Chase Felchle is a financial advisor with OSAIC based in Waterloo, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with OSAIC since 2018 and previously with Signator Investors, Inc. from 2016 to 2018. Felchle is also involved with Financial Decisions Group, where he serves as an Investment Adviser Representative and an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and efficient frontier analysis, offering portfolios that may include a range of securities managed on discretionary or non-discretionary bases.
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