Kimberly, WI Office

Angela Abbott is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America, Inc. Abbott is also associated with Zimmer Financial Group LLC in a financial advisory capacity and utilizes Highland Capital for clients' term insurance needs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Grant Pierce is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Novus Home Mortgage, Inlanta Mortgage, and Community First Credit Union. He is also employed as a financial advisor with Zimmer Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a broad network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct customized portfolios.

Brandon Do Mckenzie is a financial advisor at OSAIC with a Series 66 designation and has been in the industry since 2025. Prior to joining OSAIC, he worked at MacDonald & Owen Lumber Co. and Marine Credit Union. OSAIC Wealth, Inc. 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 advisory services with access to third-party money managers and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Eric Loughrin is a financial advisor with Osaic, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and US Venture Inc. He also operates Zimmer Financial Group LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

Michael Zimmer is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently with OSAIC, having joined in 2024, and previously worked with Securities America Advisors, Inc. and Next Financial Group Inc. Outside of his advisory work, Zimmer serves as President and Board Member of the Fox Valley Golf Club. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a variety of asset classes and supports multiple advisory platforms and legacy account transitions.

Andrew Zimmer is a financial advisor with Osaic Wealth, Inc., holding CFP® and Series 66 credentials and three years of industry experience. He previously worked at Securities America, Inc. and Multicolor Corp. Zimmer also operates Zimmer Financial Group, LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

Brandon Warman is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously with Securities America Advisors, Inc., Securities America, Inc., and NEXT Financial Group. He is also involved with Highland Capital as an insurance agent, primarily providing term life insurance to clients. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services and uses various tools and third-party arrangements to construct and manage portfolios tailored to client needs.

Thomas Zimmer is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America, Inc. and Next Financial Group Inc. Outside of his advisory work, he holds a notary public position and has been involved in fixed insurance and long-term care insurance services through Zimmer Financial Group, LLC. He is also a partial owner of the building where he conducts his financial advisory services and has past experience as a modeling services independent contractor. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools and platforms to construct and manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

James Brueggeman is a financial advisor at OSAIC with six years of industry experience. He previously worked at Securities America Advisors and Jewelers Mutual Insurance Group. Outside of his advisory role, he owns and manages a small portfolio of rental properties. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with options for discretionary and non-discretionary management.

John Zimmer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and Next Financial Group Inc. He is a part owner of Zimmer Brothers LLC, which holds ownership in the building where his financial advisory services are conducted, and he serves as a Notary Public. 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 utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.