Hiawatha, IA Office

Kyle Mclaughlin is a CFP® professional with 11 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been involved with The Strellner Agency Group since 2015. Outside of his advisory role, he is the president and sole owner of an S-Corporation established for tax purposes. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Luke Gradoville is a financial advisor with OSAIC and holds the Series 66 designation. He has two years of industry experience, including roles at Strellner Financial Group and Collective Data. Outside of advising, he has experience supporting client meetings, paperwork processing, and trading activities through Wealth Strategies. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services. The firm employs advanced portfolio construction tools and offers access to third-party managed accounts and wrap programs.

Eric Kaestner is a financial advisor with Osaic Wealth, Inc. based in Hiawatha, Iowa, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include tenures at Transamerica Financial Advisors and Signator Investors, Inc. He is an equal share owner of FFK, LLC, which manages the Strellner Financial Group, where he is involved in agency operations, agent training, and marketing. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and access to various investment products, supported by complex corporate structures and third-party arrangements.

Thomas Burke is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates and Transamerica Financial Advisors. Burke serves as President of Wealth Strategies Inc. and is the President of the Vinton Shellsburg School Board. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on discretionary or non-discretionary bases.

Scott Anderson is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following two years at Signator Investors, Inc. Anderson is also president of Anderson Financial Services, Inc. and serves on the board of the Fortunaire Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with various advisory platforms, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across multiple asset classes.

Blake Helms is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and has been involved with Strellner Agency Group since 2015. He is also the president and owner of Helms Wealth Management, Inc., an S-Corporation providing financial services, investment advisory, and retirement income planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of investment products, and supports both discretionary and non-discretionary account management.

Cory Schieltz is a financial advisor with OSAIC Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, with prior roles at Royal Alliance Associates, Signator Investors, and Strellner Agency Group. In addition to his advisory work, he is involved in insurance agency activities, including life and fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, and offers integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Thomas Fox is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Osaic since 2018. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Fox is the president of Strellner Financial Group and holds a board member position at the Fortunaire Foundation, a charitable organization supporting CFG agents and their communities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to offer customized portfolio solutions.

Sean Rice is a financial advisor with OSAIC who holds Series 63 and Series 65 registrations and has 26 years of industry experience. He joined OSAIC in 2018 after working at Signator Investors, Inc. and Transamerica Financial Advisors. Rice is also President of SMR Financial Services, Inc., a non-investment-related business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Kirk Haefner is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. He serves as a trustee and officer of The Fortunaire Club Charitable Foundation, Inc., and is president of the Africa Youth Now Foundation, a nonprofit supporting education and mentoring for youth in Africa. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and access to multiple investment platforms and third-party money managers.

Noah Nabb is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles outside of finance, such as positions at Meadows Golf Club and YMCA. He is involved with Strellner Financial Group as a financial paraplanner, supporting a financial advisor through tasks such as running reports and client account assistance. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation and portfolio management tools and utilizes multiple advisory platforms and third-party service providers.

Jeffrey Hilleman is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at Signator Investors, Inc. and the Strellner Agency Group, where he has been involved for over two decades. OSAIC Wealth, Inc. 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, using asset-allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

Peyton Weber is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Farmers State Bank and Anderson Financial Services. His other business activities include serving as an insurance agent specializing in fixed insurance options. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a wide network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, provided on discretionary or non-discretionary bases.