Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Walter Sawyer is an investment advisor representative with Osaic Wealth, Inc., based in White Bear Lake, MN. Stephen has over 28 years of experience in the financial services industry. Stephen is registered to offer securities and investment advisory services in Minnesota. Stephen holds Series 6, 63 and 65 licenses as well as the SIE. Prior to Osaic Wealth, Inc., Stephen was registered with Securities America, Inc., KMS Financial Services, Inc., Financial Telesis Inc, NRP Financial, Inc., and Princor Financial Services Corporation. Stephen is also the owner of The Sawyer Group, a non-registered insurance sales business.
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
06/14/2024 - Present
Osaic Wealth, Inc. (White Bear Lake MN)
MN
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (White Bear Lake MN)
MN
09/10/2014 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (White Bear Lake MN)
MN
10/01/2010 - 09/10/2014
FINANCIAL TELESIS INC (WHITE BEAR LAKE MN)
MN
10/01/2009 - 10/01/2010
NRP FINANCIAL, INC. (ST PAUL MN)
MN
05/06/1994 - 10/01/2009
PRINCOR FINANCIAL SERVICES CORPORATION (LAKE ELMO MN)
IA
Issued 11/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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