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Gordon Defiel is a financial advisor currently registered with Osaic Wealth, Inc. Gordon holds a Certified Financial Planner designation and has been in the industry for several years. Gordon's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Gordon has worked for several firms including Gradient Financial Group, First Resource Group and Rapid City Rush. Gordon is also an insurance agent for First Resource Group, and provides life insurance and fixed annuities.
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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2
MN
10/17/2024 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
Active
Inactive
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