Plainwell, MI Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,563 offices

Location

104 E Grant Street

Plainwell MI 49080

Advisors at this office

2

Advisors at this office

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Deborah C

Series 63, Series 66

Plainwell, MI

OSAIC

Deborah Clark is a financial advisor with OSAIC holding Series 63 and Series 66 credentials and 19 years of industry experience. Her work history includes roles at Woodbury Financial Services Inc. and Invest Financial Corp. She is also involved as a volunteer board member for the River Escape HOA and owns Clearwater Financial Inc., which provides securities, fixed insurance, and tax preparation services. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage, advisory, and retirement plan consulting services. The firm utilizes a range of asset allocation and portfolio management tools and supports multiple advisory platforms and third-party managed-account solutions.

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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Ashley H

CFP®, Series 66

Plainwell, MI

OSAIC

Ashley Hare is a CFP® professional with one year of industry experience, currently affiliated with OSAIC Wealth Inc. She previously worked at Clearwater Financial, part of OSAIC Wealth, from 2018 to 2024 and has experience in tax preparation and fixed insurance sales. Hare also held a position at Captain Boom Fireworks in 2018. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, 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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