Clarkston, MI W Washington Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
20 W Washington, Ste 5
Clarkston MI 48346
Advisors at this office
3
Advisors at this office
David D
ChFC®, Series 63, Series 65
Clarkston, MI
OSAIC
David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes 12 years at Woodbury Financial Services, Inc and 2 years at Equitable Advisors. He also operates a sole proprietorship, Deuel Financial Group, providing insurance and securities sales and service. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management solutions.
Brent D
Series 66
Clarkston, MI
OSAIC
Brent Deuel is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years and Equitable Advisors for 3 years. In addition to his advisory role, he is a partner involved in the sales of group, life, health, AD&D, and long-term care insurance through Deuel Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform designed to support comprehensive financial planning and investment management.
Michael M
Series 63, Series 65
Clarkston, MI
OSAIC
Michael Matthews is a financial advisor with OSAIC based in Clarkston, MI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Royal Alliance Associates and Affiliated Advisors, Inc., and serves as president of MJM Associates, Inc., a corporation providing fiduciary consulting, insurance, and employee benefits services. Matthews is also involved in the sale of fixed insurance products under his sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection, and is notable for its scale, affiliate network, and private-equity ownership.
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