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Financial Advisors

Friendly. Local.

Professional.

Why work with a Financial Advisor?


We can do so much more than simply place your money in an account.

Our Financial Advisors can help you:
  • Assess your risk tolerance, goals and overall financial planning needs
  • Identify and close gaps in your saving and investing strategies
  • Advise whether you need to re-balance your accounts to stay on track
  • Manage how today's life changes will affect future outcomes


The Osaic FA Team

Osaic FA brings you local financial planning from registered representatives. Call (573) 443-1654 to set up an appointment today.

Neil A. Carr, CFP®
Registered Representative
Osaic FA

573-443-1654 (Office)
(573) 268-5879 (Cell)
Mike Wheeler, CFP®
Registered Representative
Osaic FA

573-443-1654 (Office)
816-716-7981 (Cell)
Kasey Dial, CFP®
Registered Representative
Osaic FA

573-443-1654 (Office)
660-216-2912 (Cell)
Donna Bax
Registered Representative
Osaic FA

573-761-6243 (Office)

















Check the background of our investment professionals on FINRA's BrokerCheck.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC, are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by this bank and may go down in value.

 

Hawthorn Bank is not affiliated with Osaic FA, Inc.

NOT FDIC-Insured May Lose Value No Bank Guarantee
 

See Osaic FA’s Form CRS Customer Relationship Summary, available here for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here

CRN-6851663-073124

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