Sequim, WA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,557 offices

Location

193 West Cedar

Sequim WA 98382

Advisors at this office

2

Advisors at this office

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Tanner K

Series 66

Sequim, WA

OSAIC

Tanner Keehn is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. He has worked with multiple firms, including Sagepoint Financial, Strait Financial Advice, and OSAIC. Outside of advisory activities, he is the founder of So Free Foods, Inc., where he leads product development efforts. OSAIC serves a diverse client base, including individual 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 with an investment approach that includes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.

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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Bret K

Series 63, Series 65

Sequim, WA

OSAIC

Bret Keehn is a financial advisor with OSAIC in Sequim, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Strait Financial Advice since 2003 and Sagepoint Financial, Inc. from 2002 to 2023. Outside of his advisory roles, he serves as a board trustee for the Sequim Sunrise Rotary Foundation. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides a range of brokerage and advisory services through its extensive network of affiliated advisors and employs various asset-allocation and portfolio management tools across multiple 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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