North St Paul, MN Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
2586 7th Ave E, #304
North St Paul MN 55109
Advisors at this office
3
Advisors at this office
Alex V
Series 66
North St Paul, MN
OSAIC
Alex Vanden Boogaard is a financial advisor at OSAIC Wealth Inc with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Commonwealth Financial Network, Gallagher Financial Services, Inc., and U.S. Bank Private Wealth Management. He is also involved with Gallagher Financial Services, where he offers and sells fixed insurance products. OSAIC Wealth serves a broad range of retail and institutional clients, providing advisory and brokerage services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various managed portfolio strategies and third-party manager programs.
Mark G
CFP®, Series 63
North St Paul, MN
OSAIC
Mark Gallagher is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc since 2025. Prior to this, he worked for Commonwealth Financial Network for 30 years and has operated Gallagher Financial Services since 1984. Outside of advisory work, he owns and operates income tax preparation and health insurance businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.
Daniel N
Series 66
North St Paul, MN
OSAIC
Daniel Niemeyer is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has held various roles including at Gallagher Financial Services and Commonwealth Financial Network. Outside of advisory work, Niemeyer is a tax preparer at Johnson & Stern Tax Solutions and a loan officer at LendSmart Mortgage, where he helps clients secure home financing. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that emphasizes asset allocation, portfolio optimization, and multiple management strategies.
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