Estero, FL Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

6

Of 7,832 advisors across 3,562 offices

Location

Estero FL

Advisors at this office

6

Advisors at this office

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Luke B

Series 63, Series 65

Estero, FL

OSAIC

Luke Brignola is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Bankers Life. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

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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Fred S

Series 63, Series 65

Estero, FL

OSAIC

Fred Scheller is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory work, he co-owns an online retail business and owns a grape vineyard with his wife, where he assists in the growing and harvesting of wine grapes. Osaic Wealth, Inc. 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 utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael G

Series 63, Series 66

Estero, FL

OSAIC

Michael Gluski Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Woodbury Financial Services Inc. Gluski is owner of Advize Planning Partners, a business consulting LLC that helps owners assess the value of their companies using Biz Equity. OSAIC 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 third-party managers to construct portfolios across various investment types.

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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Brendan O

CFP®, Series 63

Estero, FL

OSAIC

Brendan O'Connor is a CFP® professional with 41 years of industry experience, currently affiliated with Osaic. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is licensed to offer various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a range of asset-allocation tools and third-party services to provide integrated brokerage, investment advisory, and wealth management solutions.

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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Dennis D

Series 63, Series 65

Estero, FL

OSAIC

Dennis Dewitt is a financial advisor with Osaic Wealth, Inc. in Estero, Florida, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Dewitt also operates a sole proprietorship engaged in the sale and marketing of securities, investment advisory, insurance products, and fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and automated rebalancing to offer a variety of investment options and solutions, including discretionary and non-discretionary management.

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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James W

Series 65, Series 63

Estero, FL

OSAIC

James Watts is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. Watts volunteers to teach free guitar lessons in his neighborhood and occasionally offers private lessons, which has also introduced him to potential clients. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a variety of asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

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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