Cannon Falls, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Expertise
Based on OSAIC
Location
108 4th Street North
Cannon Falls MN 55009
Advisors at this office
3
Advisors at this office
Nathan B
Series 66
Cannon Falls, MN
OSAIC
Nathan Berg is a financial advisor at OSAIC with Series 66 designation and one year of industry experience. Prior to joining OSAIC, he held various roles including activities and event staff at New Prague Area Schools and maintenance and operations at New Prague Golf Course. Outside of his advisory work, Berg is a partner in Max Recovery, a startup focused on recovery clothing. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of investment tools and platforms to construct portfolios tailored to client preferences and risk tolerance.
Keith M
CFP®, ChFC®, Series 63
Cannon Falls, MN
OSAIC
Keith Meyers is a CFP® and ChFC® with 25 years of industry experience. He is currently a financial advisor with OSAIC and previously worked at Signator Investors, Inc. Outside of his advisory work, he serves as vice president of a local nonprofit that loans money to small businesses and is actively involved in several community and youth athletic organizations in Cannon Falls, MN. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and portfolio management techniques across various securities and investment platforms to meet diverse client needs.
Jared W
CFP®, Series 66
Cannon Falls, MN
OSAIC
Jared Woodward is a financial advisor with OSAIC, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has worked at several firms including Royal Alliance Associates, Signator Investors, and Advanced Financial Consultants. In addition to his advisory role, Woodward is involved with Keith Meyers Inc. as an insurance agent and investment advisor representative. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of services such as brokerage, financial planning, retirement consulting, and managed accounts, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)