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Dwight O
Series 63
Deer Lodge, MT
OSAIC Advisory Services, LLC
Dwight O'Hara is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Arbor Point Advisors and Cetera Advisors LLC. O'Hara serves as a director for the Kohrs Library Foundation and the Foundation for the Diocese of Helena, where he manages and oversees investment portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory solutions through multiple program models and leveraging various proprietary and third-party platforms.
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