two women shaking hands

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 Wealth Team

Osaic Wealth 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 Wealth
Mike Wheeler, CFP®
Registered Representative
Osaic Wealth
Kasey Dial, CFP®
Registered Representative
Osaic Wealth
Donna Bax
Registered Representative
Osaic Wealth
















Investment products are | Not a Deposit | Not FDIC Insured | May Lose Value
No Bank Guarantee | Not insured by any Federal Government Agency

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

Securities and investment advisory services offered through Osaic Wealth, 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 Wealth, Inc.

NOT FDIC-Insured May Lose Value No Bank Guarantee
 

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

CRN-6851663-073124

This website uses cookies to improve your experience. By continuing to browse this site, you agree that we may use cookies as disclosed in our Privacy Policy.