Minot, ND 20th Avenue SW Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Expertise
Based on OSAIC
Location
925 20th Avenue SW
Minot ND 58701
Advisors at this office
3
Advisors at this office
Mason H
Series 66
Minot, ND
OSAIC
Mason Hedberg is a financial advisor with OSAIC, holding a Series 66 designation and bringing several years of experience including roles at Bravera Wealth and teaching at Minot State University. He has also been involved with SOS Image, Athletic Empire, and Bishop Ryan Catholic School. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes a variety of asset-allocation tools and third-party solutions to manage diverse portfolios across different client types.
Stephen P
Series 66
Minot, ND
OSAIC
Stephen Packulak is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including American Portfolios Financial Services Inc., Securities America, LPL Financial, and First International Bank & Trust. He serves as a board member for the Minot Hockey Booster, a volunteer role supporting the local youth hockey program. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.
Cole L
CFP®, Series 63, Series 66, Series 65
Minot, ND
OSAIC
Cole Lauinger is a CFP® professional with 12 years of industry experience. He is currently with OSAIC and has prior experience at American Portfolios Financial Services, American Trust Center, and Northwestern Mutual. Lauinger is also involved with American Trust Center as an investment officer and is engaged in fixed insurance sales through Zenith Marketing. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated financial services and employs various tools and third-party platforms to construct and manage portfolios across multiple asset classes.
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