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Robert S
ChFC®, Series 63, Series 65
Windsor, CO
OSAIC
Robert Schmidt is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior roles include positions at Futurity First and Securities America, among others. Schmidt is also involved with Futurity First Insurance Group, where he provides insurance sales, recruiting, and training services. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Douglas O
Series 63, Series 65
Windsor, CO
OSAIC
Douglas O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha Insurance Company. He is involved in insurance sales and management, serving as General Manager for Futurity First Insurance Group. 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 advisors and multiple advisory platforms. The firm employs advanced asset-allocation tools and provides access to various investment products and third-party managed accounts.
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