Burnsville, MN E 117th St Office

Kenneth Loehlein is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 14 years and has also been affiliated with Equitable Advisors and SII Investments. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization.

Thomas Karner is a financial advisor at Osaic with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Sii Investments, and New England Securities. Outside of his advisory work, Karner is president of Karner & Associates, Inc., where he is involved in selling and advising on major medical and Medicare supplement insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Brian Connelly is a CFP® professional with 23 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Focus Financial, and Jackson National Life Distributors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, employing a model-based investment approach that incorporates portfolio optimization, risk assessment tools, and a range of managed account strategies.

Barry Minsker is a CFP® with 25 years of industry experience, currently affiliated with Osaic Wealth. His prior roles include positions at LPL Financial and Securities America Advisors. He is also involved with the Eagan Traveling Basketball Association and the Eagan Foundation. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of financial planning and investment services through a multi-advisor platform. The firm’s investment process features model-based asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

James Ball is a financial advisor with OSAIC in Burnsville, MN, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he volunteers to support local charitable events. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program platforms supported by affiliated broker-dealer and RIA relationships.