Adviser Financial Group, now known as Osaic, is a comprehensive financial services firm based in Rochester, MN. With a team of experienced financial professionals, they offer a range of services including securities and investment advisory services through their affiliated broker-dealers and registered investment advisers. As members of FINRA and SIPC, they provide clients with access to a diverse selection of investment options and advisory programs.
Osaic's eight unique broker-dealers have recently unified as one, offering a streamlined and cohesive approach to financial planning. Their affiliated registered investment adviser, VISION2020 Wealth Management Corp., sponsors advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc. With a commitment to providing accurate and comprehensive information, Osaic emphasizes transparency and ensures that clients have access to the professional history of their financial professionals through FINRA's BrokerCheck.
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