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Alan S
Series 65, Series 66
Surprise, AZ
Osaic Advisory Services, LLC
Alan Schmidt is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of advising, he is involved in remodeling sales with Dreamstyle Remodeling and owns a life insurance business focused on client needs and policy setup. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base ranging from individuals and high-net-worth clients to pension plans, corporations, and charitable organizations. The firm offers a variety of investment and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms to manage and monitor client portfolios.
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