Mattoon, IL Lakeland Blvd Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,557 offices

Location

1216 Lakeland Blvd

Mattoon IL 61938-2249

Advisors at this office

2

Advisors at this office

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Harold P

CFP®, Series 63

Mattoon, IL

OSAIC

Harold Pope is a CFP® professional with 43 years of experience in the financial services industry. He has worked primarily with Securities America Advisors, Inc. and its affiliates since 1999 and joined OSAIC in 2024. Outside of his advisory role, he serves as a licensed minister assisting local churches. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a broad range of brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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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Matthew P

Series 63, Series 66

Mattoon, IL

OSAIC

Matthew Pope is a financial advisor at OSAIC with 29 years of industry experience. He has held positions at Securities America Advisors, Inc. and Securities America, Inc. over extended periods and is also the owner of Pacesetter Universal Insurance Agency, primarily a property and casualty insurance agency with some life, health, and Medicare supplement sales. He holds Series 63 and Series 66 credentials. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternatives.

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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