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Todd O
Series 63, Series 65
Onalaska, WI
Edward Jones
Todd Olson is a financial advisor with Edward Jones in Onalaska, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Olson is a shareholder owning 17% of Safety Monster LLC, a manufacturing business based in Edina, MN, although the business is currently inactive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael F
Series 63, Series 66
Onalaska, WI
OSAIC
Michael Flanagan is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Osaic Wealth in 2023, he spent 30 years at Royal Alliance Associates, Inc. He is also the owner of Flanagan Financial, Inc., and serves on the board of the Riverland Endowment Trust and Bethany Lutheran Homes, reflecting involvement in nonprofit governance. Additionally, he leads Functional Biosciences, Inc., a company specializing in DNA sequencing and related services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to create portfolios across various asset classes.
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