Denver, CO Office

Stephen Kwak is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Osaic Wealth, Inc. in Denver, Colorado, joining the firm in 2024 after ten years at Woodbury Financial Services. Kwak operates TruePeak Financial, a marketing name for his advisory services conducted exclusively in his role at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to manage portfolios that include a wide range of investment products, supported by multiple third-party platforms and advisory programs.

Kimberly Tarley is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and was previously with Securities America, Inc. for 10 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing advanced asset-allocation tools and offering both discretionary and non-discretionary portfolio management options.

Zachary Sherin is affiliated with Osaic Wealth and holds a Series 66 designation. He has one year of industry experience and previously worked at Deloitte Consulting LLP for three years. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

Steven Fraidstern is a financial advisor at OSAIC with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. and Investacorp, Inc. among other firms. Fraidstern also serves as treasurer in several affiliated entities related to investment advisory and insurance businesses. 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 and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across a wide range of investments.

Jake Owens is a financial advisor at Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at American Portfolios Financial Services, Inc. since 2013 and joined Osaic Wealth, Inc. in 2024. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a variety of investment products on both discretionary and non-discretionary bases.