Bowling Green, OH Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,563 offices

Location

1224 W. Wooster Street, Suite C

Bowling Green OH 43402

Advisors at this office

3

Advisors at this office

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Jackson H

Series 66

Bowling Green, OH

OSAIC

Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Hollister Financial and Chic-Fil-A. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing a range of investment products and firm-provided portfolio construction tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Carleton H

Series 63, Series 66

Bowling Green, OH

OSAIC

Carleton Hollister is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Royal Alliance for 10 years and has been associated with Century Marketing Group since 1984. Outside of his advisory role, he is authoring a book on goal setting and provides basic financial advice through his own limited liability company, focusing on education and personal financial planning. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a wide network of advisers and integrated platforms. The firm employs asset-allocation tools and offers a range of investment options and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Braden D

Series 66

Bowling Green, OH

OSAIC

Braden Dauterman is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Kathrens Insurance Agency and R. L. Dauterman Wealth Management. Outside of his advisory role, he is involved in insurance sales and operates multiple related business entities in financial services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across diverse investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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