St Louis Park, MN Minnetonka Blvd Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

13

Of 7,832 advisors across 3,562 offices

Location

4501 Minnetonka Blvd, Suite 200

St Louis Park MN 55416-4091

Advisors at this office

13

Advisors at this office

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Chris A

Series 63, Series 66

St Louis Park, MN

OSAIC

Chris Andryski is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC and Securities America Advisors, among other firms. In addition to his advisory role, Andryski operates Minnesota Financial Solutions, LLC, which provides tax preparation and mortgage consulting services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management tools.

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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Robert S

Series 63, Series 65

St Louis Park, MN

OSAIC

Robert Starkey is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Securities America, Inc., and SII Investments. Outside of his advisory role, Starkey is also an insurance agent and operates a business under the name Diversified Wealth Management. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and third-party managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various 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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Chris B

Series 63, Series 65

St Louis Park, MN

OSAIC

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

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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Jonathan H

CFP®, Series 63, Series 66

St Louis Park, MN

OSAIC

Jonathan Halvorson is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Halvorson is also president of Jmark Financial LLC, an entity he created to receive advisory compensation and manage office leasing. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct 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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Peter Z

CFP®, Series 66

St Louis Park, MN

OSAIC

Peter Zvanovec is a CFP® professional with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of his advisory role, he is involved in insurance sales, assisting clients with coverage selection and carrier applications. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

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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Rochelle S

Series 63, Series 65

St Louis Park, MN

OSAIC

Rochelle Slattery is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors and Arbor Point Advisors. In addition to her advisory role, she supervises representatives in insurance sales and investment activities as an OSJ Principal. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable investors through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided asset-allocation tools and access to third-party managers.

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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Timothy J

Series 66

St Louis Park, MN

OSAIC

Timothy Johanson is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked at Diversified Wealth Management, Securities America, and Cargill. Outside of advising, he coaches pickleball at Chip's Pickleball Club and serves as a commodities trading advisor at Marex. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and supports 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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Todd T

CFP®, ChFC®, Series 63, Series 65

St Louis Park, MN

OSAIC

Todd Terhorst is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. Outside of his advisory work, he is a guitar player in a band called Empty Attic. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering brokerage, advisory, and retirement plan consulting services. The firm provides a range of investment solutions using asset-allocation tools and supports discretionary and non-discretionary accounts with access to third-party money managers and model portfolios.

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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Matthew C

Series 66

St Louis Park, MN

OSAIC

Matthew Christensen is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2025. His prior experience includes roles at Baker Tilly and Biotechne, as well as positions in education and hospitality. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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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Gregory B

ChFC®, Series 63, Series 66

St Louis Park, MN

OSAIC

Gregory Bowar is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 66 licenses, and has 19 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 12 years. In addition to his advisory role, he is involved in fixed insurance sales and operates a consulting business focused on server and computer equipment relocation. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of investment and advisory services utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

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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Martin G

Series 66

St Louis Park, MN

OSAIC

Martin Gorman is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Westwind Investors Management, Allianz Life Insurance Company of North America, and PricewaterhouseCoopers. Outside of his advisory role, Gorman is owner of Proelium Capital LLC, a tax planning and preparation business, and is an agent authorized to sell life insurance and variable life products. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

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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Craig S

Series 63

St Louis Park, MN

OSAIC

Craig Senn is a financial advisor at Osaic with 30 years of industry experience. He holds the Series 63 designation and has previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. In addition to his advisory role, he is involved in insurance sales, illustrating and selling fixed insurance products to support clients' financial strategies. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party managers.

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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Jonathan R

Series 63, Series 65

St Louis Park, MN

OSAIC

Jonathan Rice is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Securities America Advisors and Questar Capital Corporation. Outside of his advisory role, he is the owner of JVR Management, an LLC held solely for tax purposes with no active business operations. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of advisors and utilizes various portfolio construction tools and third-party platforms to manage accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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