Forest Lake, MN Office

Mitchel Rehbine is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2023, following a long tenure at Sagepoint Financial, Inc. Mitchel is also involved as a statutory agent for Five Star Financial Resources, which markets insurance services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Doreen Weber is a financial advisor at OSAIC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several firms, including Sagepoint Financial, Woodbury Financial, and Infinex Investments. She is also involved as a Compliance and Supervision Specialist at Five Star Financial Resources. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of programs including financial planning, managed portfolios, and retirement plan consulting.

Bradley Beck is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Beck serves on the board of Gentry Academy and is involved in independent insurance sales through his own firm, Five Star Financial Resources. Osaic Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Douglas Beck is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Beck is involved in non-investment activities including serving as trustee of the Beck Family Trust and owning an automotive service and repair business operated by his son. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies delivered through a multi-advisor platform.

Jack Puder is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC, he worked at Equitable Advisors and has been involved with Northwest Graphic Supply Co, a screen printing supply distributor, where he serves as an assistant. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various risk assessment and rebalancing tools.

Kenneth Maahs is a financial advisor with Osaic Wealth, holding a Series 63 designation and over 30 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at Sagepoint Financial, Inc., and concurrently has been involved with Lakeland Mortgage Corporation since 2002. Outside of his advisory role, he is president of Ken Maahs and Associates, Inc., an independent insurance sales and investment firm. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires, efficient frontier analysis, and rebalancing.

Keith Maahs is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for six years and has been active as a licensed real estate agent with Coldwell Banker since 1981. In addition to his advisory role, he is involved in life insurance sales and real estate transactions. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Luke Opsahl is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party and proprietary strategies.