Clermont, FL E Highway 50 Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,828 advisors across 3,562 offices

Location

2580 E Highway 50

Clermont FL 34711

Advisors at this office

3

Advisors at this office

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Brandon S

CFP®, Series 66

Clermont, FL

OSAIC

Brandon Singer is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is a managing member of Freedom Financial Group, LLC, where he conducts securities investment advisory and insurance business, and he is a co-founder of Brax Capital, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

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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Kimberly S

Series 63, Series 66

Clermont, FL

OSAIC

Kimberly Shirk is a financial advisor with OSAIC based in Clermont, FL, holding Series 63 and Series 66 designations and with 31 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously at Signator Investors, Inc. and Freedom Financial Group, LLC. Outside of her advisory work, she is also a vocal performer and karaoke DJ at private and public events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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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Jeffrey S

Series 63, Series 65

Clermont, FL

OSAIC

Jeffrey Seewald is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterling National Bank, LPL Financial, and Capital One Financial Advisors. Outside of his advisory role, he is involved with Freedom Financial Group, LLC, where he acts as an insurance broker and handles marketing and branding. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-assessment methods, and automated rebalancing across various investment types and account management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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