Edina, MN Southdale Center Office
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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
200 Southdale Center, Suite 157
Edina MN 55435
Advisors at this office
3
Advisors at this office
Michael K
Series 63
Edina, MN
OSAIC
Michael Khoury is a financial advisor at OSAIC with 53 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors. Outside of his advisory role, he consults on marketing strategies for Project Read, a publisher of educational materials focused on reading and writing, and provides insurance services including traditional life and disability insurance as well as life settlements. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided tools and multiple advisory platforms to construct portfolios that may include a range of investment types and supports both discretionary and non-discretionary account management.
Andrew S
Series 66
Edina, MN
OSAIC
Andrew Sackrison is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and American Enterprise Investment Services, Inc. Outside of advising, he is involved in offering fixed annuities and traditional life insurance as a licensed agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios.
Colin H
Series 66
Edina, MN
OSAIC
Colin Hohman is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 16 years. Outside of his advisory role, he is involved in insurance services through Oriole Financial Services, Inc., where he provides various insurance solutions. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.
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