Investment

Our experienced licensed investment advisors will assist you in building a goal driven investment portfolio.

Our process of investing starts with a relationship and is not centered on product driven answers or solutions. Through the use of our Investment “Watch Dog Service” we continually monitor your investments through frequent meetings, quarterly statements and the aggregation of all your investment accounts to simplify your life. We provide independent advice using a variety of investment planning tools which may consist of:

  • Mutual Funds, Exchange Traded Funds (ETFs), and Unit Investment Trusts (UITs)
  • Stocks, Bonds
  • Variable, Fixed and Equity Indexed Annuities
  • Real Estate Investment Trusts (REITs)
  • Business Development Company (BDCs)
  • Retirement Plans
  • 401(K), 403(B), Individual (K), Simple, SEP, ROTH and Traditional IRA’s
©2024 Five Star Financial Resources
Insurance services offered through Five Star Financial Resources, which is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor. Neither Five Star Financial Resources nor Osaic Wealth, Inc. provide tax or legal advice. All other listed entities are unaffiliated. Doug Beck, Brad Beck, Mitch Rehbine, Derick Kelly, Tasha Coleman, John Sanken, Ken Maahs, Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth, Inc. a registered investment advisor. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Member FINRA / SIPC / FINRA's BrokerCheck