Kalamazoo, MI Hfg Financial Group Office

Mark Flenniken is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FSC Securities Corporation for 13 years and has been involved with Omega7 for over two decades, focusing on business succession planning and insurance solutions. Outside of his advisory role, he owns a property and casualty insurance brokerage and participates in business sales referrals through Clayton Capital Partners. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party resources to meet client needs.

Keith Platte is a financial advisor with OSAIC based in Kalamazoo, MI. He holds a Series 66 designation and has one year of industry experience, previously working at HFG Financial Group. Outside of his advisory role, he serves as president of a local condominium association and works as a tax preparer. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm uses multiple investment tools and platforms to construct diversified portfolios tailored to clients’ risk tolerance and preferences.