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Scott O

Series 66

Willmar, MN

OSAIC

Scott Olson is a financial advisor with Osaic Wealth, Inc. based in Willmar, MN. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and J.D. Kreps Financial Group. Olson also served as a registered assistant at J.D. Kreps Financial Group, supporting client account management and meeting preparation. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various tools and third-party resources to construct diversified portfolios and manage accounts on discretionary or non-discretionary bases.

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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Nathan D

Series 66

Willmar, MN

OSAIC

Nathan Davis is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Liberty University and JD Kreps Financial Group, along with experience at Willmar Electric and Community Christian School. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a range of investment vehicles, managing accounts on discretionary or non-discretionary bases.

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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Jonathan K

CFP®, Series 63, Series 65

Willmar, MN

OSAIC

Jonathan Kreps is a Certified Financial Planner® with 27 years of industry experience, currently advising at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company since 2002. Kreps also owns JD Kreps Financial Group, where he incorporates insurance products like life, long-term care, and disability insurance when appropriate. OSAIC serves a diverse client base, including individual and institutional investors, offering brokerage and investment advisory services supported by advanced asset-allocation tools and third-party portfolio management 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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Todd A

CFP®, Series 66

Willmar, MN

OSAIC

Todd Ahrenholz is a CFP® with 17 years of industry experience. He is currently affiliated with OSAIC and has worked at J.D. Kreps Financial Group, Inc. since 2009. Outside of his advisory role, Ahrenholz serves as a deacon board member at Willmar Assembly of God and volunteers as a Parent Life mentor with West Central MN Youth for Christ. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

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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