Bismarck, ND 419 Riverwood Dr Office

Matthew Puetz is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of his advisory role, he coaches football locally during the fall season. OSAIC serves a broad client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools and third-party investment solutions to construct diversified portfolios.

Troy Friederichs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Jackson National Life Distributors. He is also president of Friederichs Financial Corporation, a tax entity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, third-party managers, and multiple investment platforms.

Jameson Buehler is a CFP® professional with five years of industry experience, currently serving as an advisor at OSAIC since 2024. His prior work includes roles at Securities America Advisors and Halliburton Energy Services. Outside of his advisory work, he is president of the Sertoma Club in Bismarck, a service organization focused on hearing and speech health. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

Steven Felchle is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 66 designation and has worked at Osaic and its predecessor firms since 2016. Outside of his advisory work, he owns and operates Felchle Farms, Inc., a farming business located in Bismarck, ND. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services and employs a range of asset-allocation and portfolio management tools across various investment products.

Gary Berube is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Securities America, Inc. Berube is also a notary public and has experience selling and servicing various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Douglas Buehler is a financial advisor at OSAIC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Securities America Advisors and Securities America, Inc. Buehler has also engaged in insurance sales as part of his business activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers a broad range of integrated financial services, utilizing asset-allocation tools, risk assessments, and third-party solutions to manage portfolios across multiple investment types.

Farrel Carlson is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of his advisory work, he is involved in farm rental operations and provides long-term care and life insurance services. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports a wide range of investment products, managing accounts on discretionary or non-discretionary bases with access to third-party money managers and wrap programs.

Connor Puetz is a financial advisor at Osaic Wealth Inc. in Bismarck, ND, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Spaces, Inc., Vector Marketing, North Dakota State University, and Light of Christ Catholic Schools. Osaic Wealth Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple advisory platforms. The firm employs a variety of asset-allocation tools and third-party services to construct portfolios tailored to client risk tolerance and investment restrictions.