Manitowoc, WI Washington Street Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,828 advisors across 3,557 offices

Location

2316 Washington Street

Manitowoc WI 54220

Advisors at this office

3

Advisors at this office

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Matthew S

Series 66

Manitowoc, WI

OSAIC

Matthew Schellinger is a financial advisor at OSAIC Wealth Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Kohler Credit Union, among other roles. Outside of his advisory work, he is involved in tax preparation through Ruby Wealth Management LLC and operates as a wealth and tax advisor under the name Hibbard and Ruby Wealth Management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include a range of securities and alternative investments.

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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Dylan R

Series 66

Manitowoc, WI

OSAIC

Dylan Ruby is a Series 66-licensed financial advisor with six years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services, Feucht Financial Group, and other firms. In addition to his advisory work, Dylan offers tax preparation services through Ruby Wealth Management LLC during tax season. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment products.

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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Allan H

Series 63, Series 66

Manitowoc, WI

OSAIC

Allan Hibbard is a financial advisor at Osaic with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services and operated Hibbard Financial since 2002. Outside of advisory work, he is involved with Hibbard & Ruby Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment platforms.

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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