Fargo, ND Ace Allen Way S Office

Sandra Korbel is a CFP® with 13 years of industry experience currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2018 and previously held roles at Alerus Securities, Alerus Investment Advisors, and Alerus, where she has been employed since 1993. In addition to her advisory work, she serves as a Wealth Management Officer with Alerus Financial, assisting clients with accounts managed under trust powers and providing financial planning. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including customized advisory engagements, financial planning, ERISA plan services, alternative investments, and lending and cash-management options. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions using fundamental and technical analysis, asset allocation, and third-party due diligence for alternative investments.

Sean Sather is a CFP® professional with 15 years of industry experience, currently serving as a senior financial advisor at Alerus Financial since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is affiliated with OSAIC Institutions, INC. and is based in Fargo, ND. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

Erik Fischer is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has four years of industry experience. His prior experience includes roles at UBS Financial Services and Thrivent Investment Management Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that combines firm supervision with investment adviser representative-managed accounts.

Trevor Mathew is a financial advisor with OSAIC Institutions, Inc. in Fargo, ND, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Infinex Investments, Alerus, Thrivent Financial, and Choice Financial Group. He serves on the Board of Directors for the Fargo Theatre, a nonprofit art house and event venue listed on the National Register of Historic Places. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services, emphasizing a mix of fundamental and technical analysis, asset allocation, and access to alternative investments. The firm’s operational model features a predominance of non-discretionary assets and integrated services including lending and cash management.

Rebecca Walen is a CFP® professional affiliated with OSAIC Institutions, Inc. in Fargo, ND. She has been in the financial industry since 2013, with prior experience at Bell Bank, Bremer Bank, Thoreson Steffes Trust Company, and Alerus Financial. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm is known for its predominantly non-discretionary asset management and its integrated broker-dealer and advisory business model.

Bret Kinzler is a CFP® with 15 years of industry experience currently affiliated with OSAIC Institutions, INC. He has worked at Infinex Investments, Inc. since 2018 and has been employed at Alerus Financial since 2014, where he primarily assists wealth management employees with client services related to insurance and mutual fund products. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates with a notable emphasis on non-discretionary assets and integrates both advisory and brokerage solutions through a broad network of investment adviser representatives.