Wisconsin Rapids, WI Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,559 offices

Location

Wisconsin Rapids WI

Advisors at this office

2

Advisors at this office

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Daniel G

Series 63, Series 66

Wisconsin Rapids, WI

OSAIC

Daniel Guck is a financial advisor with Osaic Wealth, Inc. based in Wisconsin Rapids, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Osaic in 2024, he spent 18 years at Woodbury Financial Services. He owns and manages a financial planning firm and is also part owner of a tax practice. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios across multiple asset classes, managing 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
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Jared S

Series 66

Wisconsin Rapids, WI

OSAIC

Jared Scheunemann is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc for eight years. Outside of advising, he serves as a senior accountant at Legacy Accounting and Financial Services LLC and is a director on the board of Key Savings Bank. 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 advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party managers and uses firm-provided tools to construct diversified 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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