St. Paul, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,877,438,185
ClientsTotal clients
15,798
AdvisorsAdvisors at this office
3
Of 543 advisors across 352 offices
Location
111 Empire Drive
St. Paul MN 55103
Advisors at this office
3
Advisors at this office
Scott E
Series 63
St. Paul, MN
OSAIC Institutions, inc.
Scott Ekholm is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He previously worked at LPL Financial for 22 years before joining Osaic and Blaze Credit Union. He serves as a successor trustee for a family trust. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.
David E
Series 66
St. Paul, MN
OSAIC Institutions, inc.
David Engler is a financial advisor with Osaic Institutions, Inc. based in St. Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at LPL Financial and Hiway FCU Investment Services from 2006 to 2024. Outside of his advisory work, he is an independent author and writer, a coach at a local clinic, and a group fitness instructor at the YMCA. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.
Jacob L
Series 66
St. Paul, MN
OSAIC Institutions, inc.
Jacob Larsen is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Osaic Institutions in 2024, Larsen worked at LPL Financial for 12 years and has been involved with Blaze Credit Union since 2012 in an advisory support role. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, distinguishing itself through a hybrid adviser/broker-dealer structure and a service model that combines firm supervision with delegated account management.
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