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Andrew V
CFP®, Series 63
Woodbury, MN
OSAIC
Andrew Vix is a financial advisor with OSAIC based in Woodbury, MN. He holds the CFP® designation and has 22 years of industry experience, including roles at Royal Alliance Associates and Signator Investors. He is also involved as a partial owner and COO of Advanced Financial Consultants and owns Vix Enterprises, an S Corp for tax purposes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and various managed account solutions.
Robert P
Series 66
Woodbury, MN
OSAIC
Robert Pakkala is a financial advisor with Osaic in Woodbury, MN, holding a Series 66 designation and 28 years of industry experience. He previously worked for Woodbury Financial Service, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory work, he owns Pak's Tax and Accounting Service, providing tax preparation and accounting services to individuals and businesses. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a comprehensive portfolio construction process that includes discretionary and non-discretionary management options and access to third-party money managers.
Matthew S
CFP®, Series 63, Series 65, Series 66
Woodbury, MN
OSAIC
Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.
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