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Jeffrey M
Series 66
Whitefish, MT
OSAIC
Jeffrey Mase is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Csenge Advisory Group, LLC. Outside of his advisory role, he is the owner of Wealth and Health Solutions Inc., which sells life, accident, and health insurance as well as fixed annuities, and he serves as president of the Knights of Columbus, a nonprofit organization in Whitefish, MT. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers comprehensive brokerage and advisory services and employs various asset-allocation and portfolio management tools across multiple investment platforms.
Ronald H
Series 63, Series 65
Whitefish, MT
OSAIC
Ronald Hauf is a financial advisor with OSAIC in Whitefish, MT, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He serves on the board of Freedom Bank, a community bank in Columbia Falls, MT, a role he has held since 2004. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio management using a variety of investment vehicles and third-party solutions.
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