Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lage is a financial advisor with over 40 years of experience in the financial services industry. Gary currently works with Osaic Wealth, Inc., a firm with over 43,000 clients and over $94 billion in assets under management. Gary is registered to provide investment advice in Arizona, Colorado, Florida, Michigan, Minnesota, North Dakota and Wisconsin. Gary has a strong background in insurance products and retirement advisory services. Gary is a Certified Financial Planner and has a Series 7, Series 6, Series 22 and Series 63 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
01/17/2025 - Present
Osaic Wealth, Inc. (PELICAN RAPIDS MN)
MN
10/13/2011 - 12/19/2017
PROEQUITIES, INC. (PELICAN RAPIDS MN)
MN
03/07/2007 - 10/13/2011
NATIONAL PLANNING CORPORATION (PELICAN RAPIDS MN)
MN
06/21/2004 - 03/02/2007
GENEOS WEALTH MANAGEMENT, INC. (PELICAN RAPIDS MN)
FL
07/12/2000 - 06/24/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
11/02/1992 - 07/12/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
07/17/1990 - 10/30/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
01/24/1990 - 07/13/1990
MML INVESTORS SERVICES, INC.
MA
01/28/1988 - 07/13/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
01/02/1990 - 01/11/1990
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/25/1989 - 01/02/1990
FIRST AFFIRMATIVE FINANCIAL NETWORK, INC.
NA
01/23/1989 - 07/11/1989
CENTURY INVESTORS OF AMERICA, INC.
NA
10/03/1988 - 01/30/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/21/1984 - 02/10/1988
TRAVELERS EQUITIES SALES, INC.
NA
01/24/1983 - 02/27/1984
ST. PAUL INVESTORS, INC.
NA
09/14/1982 - 12/16/1982
POMOCO SECURITIES CO., INC.
NA
06/04/1982 - 09/02/1982
ST. PAUL INVESTORS, INC.
NA
06/10/1981 - 06/25/1982
NML EQUITY SERVICES, INC.
IA
Issued 05/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/08/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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