Englewood, CO Office

Ike Kutter is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Parkland Securities, LLC, Triad Advisors, and Triad Hybrid Solutions. Outside of advisory work, he owns Clearview Financial, LLC, which offers financial services and insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a range of advisory services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Samuel Keck is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Parkland Securities and Triad Advisors, and he is involved in life insurance sales through Clearview Financial, LLC. Keck also serves as president of Asset Fortress Group, Inc., which provides business valuation reports, and works as an independent contractor for a company specializing in software sales related to life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment and financial planning services delivered through multiple program models and utilizes proprietary and third-party platforms for portfolio management.

Ronald Johnson is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Hybrid Solutions, Sigma Planning Corporation, and Parkland Securities. Outside of advisory work, he is the owner of American Legacy Partners, a non-investment marketing business, and a published author. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and partnerships with major custodians and asset management platforms.

Jeremy Fortin is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Triad Advisors, Parkland Securities, and Securian Financial Services. Fortin is the owner of an LLC that assists accounting firms with building and testing Excel models for divorce-related cases. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.