Park City, UT Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

Park City UT

Advisors at this office

2

Advisors at this office

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Michael S

Series 63, Series 65

Park City, UT

OSAIC

Michael Stecher is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Faithward Advisors, LLC and American Portfolios Advisors, Inc. He is also president of a consulting firm, Michael J. Stecher, Inc., which operates under the Stecher Financial Group name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

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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Ann S

Series 66

Park City, UT

OSAIC

Ann Sowder is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 1999 to 2025. Outside her advisory role, she is also licensed as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party investment managers. The firm employs various asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary account management.

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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