Rogers, AR N. 20th Place Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,828 advisors across 3,559 offices

Location

802 N. 20th Place

Rogers AR 72756

Advisors at this office

4

Advisors at this office

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David W

Series 66

Rogers, AR

OSAIC

David Welton is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves as a board member of Influencers Global Ministries, a nonprofit focused on business growth and ministry functions. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment types.

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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Amie F

Series 66

Rogers, AR

OSAIC

Amie Fielder is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. Prior to joining OSAIC in 2024, she worked at Thrasher & Chambers Wealth Management and Arvest Asset Management. She also serves as a successor trustee for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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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Michael S

CFP®, PFS™, Series 63

Rogers, AR

OSAIC

Michael Stafford is a CFP® and PFS™ professional with 24 years of industry experience. He has worked at OSAIC since 2017 and previously spent 10 years with National Planning Corporation. Stafford is also the managing partner of Stafford & Westervelt, a CPA firm operating three offices. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools and automated rebalancing.

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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Michelle H

CFP®, Series 66

Rogers, AR

OSAIC

Michelle Hauge is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. Her prior experience includes roles at National Planning Corporation and Arvest Asset Management. She serves on the finance committee for Northwest Arkansas Community College. OSAIC provides brokerage and investment advisory services to a diverse client base, including individual and institutional investors, utilizing asset-allocation tools and third-party managed account solutions across a broad range of investment products.

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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