Minnetonka, MN Office

Mark Anderson is a CFP® professional with 15 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and maintains registrations including Series 63 and Series 65. His prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. Osaic Institutions, Inc. provides customized advisory services to individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts, offering access to alternative investments, lending solutions, and third-party asset manager referrals.

Nathan Moen is a CFP® professional with 11 years of experience in financial advisory. He is currently with OSAIC Institutions, Inc. and has worked previously at Alerus, Moen Insurance Group, The Oak Ridge Financial Services Group, Inc., and Ameriprise Financial Services, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with a notable focus on both discretionary and non-discretionary asset management.