Resources
We are proud to offer personalized service and a full array of investment and insurance products to meet your specific needs. We are independent and do not have any products that we are required to sell, so our top priority is to find the best solution for you.
Insurance Products
- Life Insurance
- Fixed
- Variable
- Term
- Whole
- Universal
- Indexed
- Fixed
- Disability Insurance
- Long-Term Care Insurance
- Fixed Annuities
- Indexed Annuities
- Immediate Annuities
Securities
- Mutual Funds
- Stocks
- Bonds
- Exchange-Traded Funds (ETFs)
- Real estate investment trusts (REITs)
- Variable Annuities
- Indexed Annuities
- Market-Linked Certificates of Deposit (CDs)
- Unit Investment Trusts (UITs)
- Options
Managed Portfolios
- Investment Advisor Managed Portfolio
- Separate Managed Accounts (SMAs)
- Third-Party Money Managers
- Turnkey Asset Management Program (TAMPs)
Financial Planning
- One-Time Financial/Asset-Allocation Plan
- Ongoing Financial Planning
- Hourly Consulting
Debra R Wolf, BFA ™
Behavioral Financial Advisor
Behavioral Financial Advisor
Account Executive
- Direct: 507-534-4527
- Call or Text Business Cell: 507-800-1617
- E-mail: Deb.Wolf@OsaicWealth.com
Christina L Mulholland
Account Executive
Account Executive
- Direct: 507-534-4527
- Call or Text Business Cell: 507-200-1185
- E-mail: cmulholland@osaicwealth.com
Anna C Bell
Administrative Assistant
- Direct: 507-534-4527
- E-mail: ABell@OsaicWealth.com
Treasury Team
You gain a partner dedicated to your long-term success, offering everything from flexible
financing options to cutting-edge digital banking solutions designed to keep you ahead of the curve.
financing options to cutting-edge digital banking solutions designed to keep you ahead of the curve.
Youth Savings
Learning healthy financial habits can start at any age. Explore year-round savings options for savers of all sizes.