Minnetonka, MN Wayzata Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
18
Of 7,832 advisors across 3,562 offices
Location
10900 Wayzata Blvd, Suite 100
Minnetonka MN 55305
Advisors at this office
18
Advisors at this office
Blake S
Series 63, Series 66
Minnetonka, MN
OSAIC
Blake Sandvold is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. He serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment solutions.
Mariam V
Series 66
Minnetonka, MN
OSAIC
Mariam Vedadi is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 credential and has worked at Osaic since 2023. Her prior experience includes roles at SagePoint Financial, RiverSource Distributors Inc., and Comprehensive Financial Solutions LLC. She also operates Vedadi Wealth Management, an S-Corp financial planning business that supports other advisors with client meeting preparation and follow-up. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and third-party platforms to construct portfolios for individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.
Scott G
Series 63, Series 66
Minnetonka, MN
OSAIC
Scott Graul is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Scottrade. Outside of his advisory role, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he oversees cash flows and manages the customer service team. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.
Sean E
CFP®, Series 66
Minnetonka, MN
OSAIC
Sean Endersbe is a CFP® with 10 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Sagepoint Financial, Inc. for eight years and Comprehensive Financial Solutions for 15 years. In addition to his financial advisory work, he is the owner of an insurance advisory sole proprietorship and serves as president and CEO of an LLC that facilitates partnership operations for advisors. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party investment managers, utilizing proprietary tools and a variety of account management options.
David C
Series 66
Minnetonka, MN
OSAIC
David Cooper is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Questar Capital Corporation, Questar Asset Management, and Woodbury Financial Services. He also assists with client service activities as a paraplanner at Sandvold Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.
Nakita K
Series 66
Minnetonka, MN
OSAIC
Nakita Kirchner is a financial advisor with Osaic Wealth, Inc. based in Minnetonka, MN. She holds the Series 66 designation and has three years of industry experience. Kirchner also serves as a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment vehicles and third-party solutions.
Evan K
CFP®, Series 66
Minnetonka, MN
OSAIC
Evan Kvittem is a CFP® with 11 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial from 2015 to 2023. Kvittem is also involved in insurance sales and servicing through a sole proprietorship and holds a leadership role as Vice President/Treasurer of EKE LLC, which manages business funds for affiliated advisors. OSAIC Wealth, Inc. serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs a variety of investment tools and third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.
Blake G
Series 66
Minnetonka, MN
OSAIC
Blake Gleason is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and MassMutual Life Insurance Company. Outside of his advisory role, he is a partner in an investment club focused on market trends and securities investing. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios comprising various securities and alternative investments.
Cody P
Series 66
Minnetonka, MN
OSAIC
Cody Pollock is a financial advisor with OSAIC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at SagePoint Financial, Thrivent Financial, and Principal Financial Group. In addition to his advisory work, he operates a sole proprietorship offering fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs.
David S
Series 63, Series 65
Minnetonka, MN
OSAIC
David Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services and Questar Asset Management. Sandvold is also involved with Sandvold Financial Group, where he provides trade execution and customer service support. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory, financial planning, and retirement consulting services through a large network of affiliated advisers and multiple platforms. The firm utilizes a range of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.
Terry S
Series 63
Minnetonka, MN
OSAIC
Terry Sandvold is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Sandvold is also the CEO of Sandvold Financial Group, an independent business focused on insurance sales and daily operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage, investment advisory, and wealth management services. The firm employs various asset-allocation tools and offers access to third-party money managers while supporting both discretionary and non-discretionary account management.
Erik E
CFP®, Series 66
Minnetonka, MN
OSAIC
Erik Endersbe is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with OSAIC since 2023. Prior to joining OSAIC, he worked at SagePoint Financial for nine years. He is involved in operational leadership through his role as Secretary of EKE Marketing, LLC, a partnership organization for advisors. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides a range of advisory services and investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Mohammad V
Series 66
Minnetonka, MN
OSAIC
Mohammad Vedadi is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 13 years. Vedadi is also the owner of Vedadi Wealth Management, an S-Corp through which he manages his wealth management business and related operations. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, utilizing asset-allocation tools and automated rebalancing to construct customized portfolios.
John J
Series 65, Series 63
Minnetonka, MN
OSAIC
John Jensen is a financial advisor with OSAIC based in Minnetonka, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management, and has a background that includes roles outside finance such as landscape architecture and lawn care entrepreneurship. Jensen also provides notary services to clients on a voluntary basis. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable entities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage multi-asset portfolios on discretionary or non-discretionary bases and utilizes a broad network of affiliated advisers and third-party platforms.
John M
CFP®, Series 66
Minnetonka, MN
OSAIC
John Madson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 13 years. Madson is involved with Messiah United Methodist Church as a member of the finance steering team. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.
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