Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-17
  • MN RA
    APPROVED
    Since 2026-02-17

Branch Locations

25 North Lake Street Suite 310, Forest Lake, MN 55025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. St. Paul MN 11/2012 05/2018
Ameriprise Financial Services, Inc Minneapolis MN 05/2018 05/2022
Ameriprise Financial Services, Llc Minneapolis MN 07/2022 02/2026
Gaughan Companies Forest Lake MN 05/2022 07/2022
Osaic Wealth, Inc. Minneapolis MN 01/2026 Present
Previous Registrations
Other Businesses

1. BECK WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Disclosing Beck Wealth Management as a marketing OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/30/2026 ADDRESS: 25 N Lake Street Suite 310, Forest Lake MN 55025, United States DESCRIPTION: I am a financial advisor/planner with Beck Wealth Management. Duties consist of marketing the services, making recommendations, meeting with clients and servicing accounts. I was instructed to complete an OBA disclosure for my affiliation with Beck Wealth Management to be able to obtain business cards. 2. BECK WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/10/2026 ADDRESS: 25 N Lake Street Suite 310, Forest Lake MN 55025, United States DESCRIPTION: As part of the financial planning process, engage clients in insurance related activities and potentially recommend a life insurance or annuity product.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-07
S63 Uniform Securities Agent State Law Examination 2011-08-12
  • S65 Uniform Investment Adviser Law Examination
    2015-10-07
  • S63 Uniform Securities Agent State Law Examination
    2011-08-12
Other Names
  • Luke Thomas Opsahl

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Forest Lake, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor