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Logan J

Series 66

Waupaca, WI

OSAIC

Logan Johnson is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. His work history includes roles at Waypoint Financial Solution, Inc. and the University of Wisconsin - Madison. Osaic Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

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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Mitchell K

Series 66

Waupaca, WI

OSAIC

Mitchell Kennedy is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation in both store and headquarters roles from 2011 to 2025. Kennedy is also the owner of MK Onyx, LLC. Osaic Wealth serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers discretionary and non-discretionary portfolio management, incorporating diverse investments such as stocks, bonds, mutual funds, and alternative assets.

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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Carli N

Series 66

Waupaca, WI

OSAIC

Carli Navin is a financial advisor with OSAIC holding a Series 66 designation and four years of industry experience. She has worked with Woodbury Financial Services Inc and Waypoint Financial Solutions, among others. In addition to her advisory role, Navin is a real estate agent and serves on the board of the Waupaca Scholarship Foundation, which provides educational scholarships to local students. OSAIC serves a diverse client base including retail and institutional investors. The firm offers a wide range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client risk tolerances.

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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