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 Osiac Financial Advisors Team

Osiac Financial Advisors brings you local financial planning from registered representatives.1 Call (573) 443-1654 to set up an appointment today.

Neil A. Carr, CFP®
Registered Representative
Osaic Financial Advisors

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

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

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

573-761-6243 (Office)

















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

1Neil Carr, Kasey Dial, Donna Bax and Mike Wheeler are registered representatives with Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Hawthorn Investment Center is a marketing name for registered representatives of Osaic Financial Advisors. Neil A. Carr, AR Insurance License #814096. Kasey M. Dial, AR Insurance License #17691302. Adam M. Wheeler, AR Insurance License #8819300.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC, are not a deposit, not FIDC-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-5977458-092623