In 2023, the Ossewaarde Anderson Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors was recognized by Forbes as one of the Best-In-State Wealth Management Teams1



 

1The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Forbes Announcement

Bringing Confidence to Your Investment Planning

Your goals and experiences are unique to you. The Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors takes the time to listen and understand them. Together, we design your custom investment strategies tailored to fit you.

Team Picture
OAS&P Team

Guiding You Forward

Your needs will be addressed by a team of six individuals with over 100 years of combined experience, providing a depth of knowledge and financial acumen. Three of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, collectively managing over $1 Billion in client assets as of October 2022. Supported by the vast resources of Wells Fargo Advisors, we operate in an open architecture environment, working with a broad menu of providers in the financial services industry.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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