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Tyler G

Series 66

West Des Moines, IA

OSAIC

Tyler Gunderson is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked for nine years at Empeople Credit Union and spent four years at Coe College. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction strategies across discretionary and non-discretionary accounts.

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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Steven H

Series 63

West Des Moines, IA

OSAIC

Steven Heideman is a financial advisor at OSAIC with 43 years of industry experience. He holds the Series 63 designation and has previously worked at Signator Investors, Inc. and as an independent insurance agent since 1979. He is president of Heideman Financial Services, Inc., a fixed insurance firm, and also oversees a family farm business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, while maintaining a complex corporate structure with multiple mergers and third-party service arrangements.

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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Joshua R

Series 63, Series 65

West Des Moines, IA

OSAIC

Joshua Rice is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018. Prior to that, he spent two years at Signator Investors, Inc. Rice is also the president and owner of Financial Decisions Group of Des Moines, where he is involved in securities sales and fixed insurance products. OSAIC serves a mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, providing access to a broad range of investment products and third-party solutions.

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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Brian S

Series 63, Series 65

West Des Moines, IA

OSAIC

Brian Samuelson is a financial advisor with OSAIC in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously was with Signator Investors, Inc. from 2016 to 2018. Outside of finance, he performs as a guitar player at various venues. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

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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