Advisor Spotlight: Daniel Buffington
Shining the light on Dan Buffington… A pioneer in the industry, integral in moving from a focus solely on insurance to incorporating investments as advisors. Dan has been known to be one of the best securities advisors in our organization, and we’re going to learn why, how and a few more fun and interesting things about him now.
Tim Strellner, LUTCF
Owner / Registered Representative of Osaic Wealth, Inc.
(319) 393-5931
Tim is the Owner of the Strellner Financial Group and has been in the insurance and financial services business since 1986. He has a Bachelor of Science and Master’s degree from Western Illinois University.
Scott Anderson, CLU, CHFC, LUTCF
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
scott@andersonfinancialsvcs.com
Scott has been in the insurance and financial services business since 1989 and holds a life and health insurance license and FINRA Series 7, 63, and 65 registrations. He is a graduate of Ohio State University with a Finance and Insurance...
Daniel Buffington
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Dan has been in the insurance and financial services business since 1979 and holds a life and health insurance license and FINRA Series 7, 24 and 63 registrations. He has a Bachelor of Science degree from Iowa State University.
Tom Burke, CLU, LUTCF
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Tom has been in the insurance and financial services business for since 2000 and holds a life and health insurance license and FINRA Series 6, 7, 63 & 65 registrations. He has a Bachelor of Science degree from the UNI.
Melissa Elwick
Office Manager of the Strellner Financial Group
(319) 393-5931
Melissa has been in the insurance and financial services business since 1999. The experience and knowledge that Melissa has gained throughout her career has been a great asset in providing assistance to our clients and the financial...
Tom Fox, CLU, CFP
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Tom has been in the insurance and financial services business since 1998 and holds a life and health insurance license and FINRA Series 7, 63, and 65 registrations. He has a Finance degree from the University of Northern Iowa.
Kirk Haefner, LUTCF
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Kirk has been in the insurance and financial services business since 1992 and holds a life and health insurance license and FINRA Series 6, 63, and 65 registrations. He has a Bachelor of Science degree from Augsburg and is a member of...
Blake Helms
Investment Advisor Representative of Osaic Wealth, Inc.
Blake has been in the insurance and financial services business since 2015 and holds a life and health insurance license and FINRA Series 6, 63 and 65 registrations. Blake is a graduate of the University of Iowa.
Jeff Hilleman
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Jeff has been in the insurance and financial services business since 1992 and holds a life and health insurance license and FINRA Series 6, 63, and 65 registrations.
Maynard Holub
Senior Insurance Associate
(319) 393-5931
Barry Johnson, FICF
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Barry has been in the insurance and financial services business since 1986 and holds the life and health insurance license and FINRA Series 6, 63 and 65 registrations. He has a Bachelor of Science degree from Iowa State University and...
Greg Johnson, LUTCF, FSS
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Greg has been in the insurance and financial services business since 2002 and holds a life and health insurance license and FINRA Series 6, 7, 63 and 65 registrations. He has a Bachelor of Science degree from Buena Vista University and...
Jo Johnson, LUTCF
Senior Insurance Associate
(319) 393-5931
Jo has been in the insurance and financial services business for 31 years and holds a life and health insurance license. She is a member of NAIFA. Jo specializes in helping individuals, families and small businesses.
Eric Kaestner, LUTCF, FSS
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Eric has been in the insurance and financial services business since 2002 and holds a life and health insurance license and FINRA Series 6, 7, 63 and 65 registrations. He is a graduate from Wartburg College...
Kyle McLaughlin
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Kyle has been in the financial planning and insurance businesses since 2015 and holds FINRA Series 7 and 66 registrations as well as life and health insurance licenses. Kyle is a graduate of University of Northern Iowa and has a...
Mitch Moser
Insurance Associate
(319) 393-5931
Kevin Navin
Registered Representative with Osaic Wealth, Inc.
(319) 393-5931
Kevin has been in the insurance and financial services business since 2008 and holds a life and health insurance license and FINRA Series 6 and 63 registrations. Kevin specializes in personal and family financial strategies, retirement...
Sean Rice, LUTCF
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
sean@andersonfinancialsvcs.com
Sean has been in the insurance and financial services business since 1995 and holds a life and health insurance license and FINRA Series 6, 63 and 65 registrations. He has a Bachelor of Science degree from the University of Northern...
Cory Schieltz
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Cory has been in the insurance and financial services business since 2008 and holds a life and health insurance license and FINRA Series 6, 63 and 65 licenses. He has a Bachelor of Science degree from Mount Mercy College.
Steve Thoren, LUTCF
Senior Insurance Associate
(319) 393-5931
Steve has been in the insurance and financial services business since1985 and holds a life and health insurance license. He is a member of the National Association of Health Underwriters.
Gabe Bowers, LUTCF, CLU
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
gabe@bowersdigmannfinancial.net
Gabe has been in the insurance and financial services business since 2001 and holds a life and health insurance license and FINRA Series 6, 7, 63 and 65 registrations. He has a Bachelor of Science degree from the UNI.
Rusty Feldman, LUTCF, CLU
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Rusty has been in the insurance and financial services business since 1992 holds a life and health insurance license and FINRA Series 6 and 63 registrations. He has a Bachelor of Science degree from Upper Iowa University.
Tim Rial, CLU
Investment Advisor Representative of Osaic Wealth, Inc.
(319) 393-5931
Tim has been in the insurance and financial services business since 1993 and holds a life and health insurance license and FINRA Series 6, 7 and 63 registrations. He has a Bachelor of Arts and Master’s degree from the University...