Mission Viejo, CA Las Ramblas Office

Randal Ellis is a financial advisor with Osaic Wealth, Inc. based in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Osaic in 2024, he worked with Securities America and SSN Advisory. He also assists clients with insurance products, including life, annuities, and health insurance. Osaic Wealth serves a wide range of clients from individuals to institutions through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Eric Ludvigsen is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, previously serving at Securities America Advisors, Inc. and Ssn Advisory, Inc. Additionally, he works as an insurance agent, assisting clients with products such as term life, whole life, indexed universal life, and fixed annuities. OSAIC 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 advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided asset-allocation tools and automated rebalancing to manage diversified portfolios.