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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.

Access Your Account
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.

Meet Our Team


 SPECIAL REPORT: 



CAMPAIGN 2024: POLITICAL ISSUES WITH STAYING POWER

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QUARTERLY NEWSLETTER - APRIL 2024

AI ENTHUSIASM, FED RATE CUTS AND STRONG GROWTH POWER STOCKS TO NEW HIGHS

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 * 7900 Moorsbridge Road
   Portage, MI 49024
 * 269.323.4831
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 * Home
 * Who We Are
 * What We Do
 * How We Do It
   * LifeSync - eMoney Advisor
   * The OAS&P Process
   * The PIM Program
 * Awards & Designations
 * Resources
   * Articles
   * Calculators
   * Glossary
   * Newsletters
   * Tax Library
   * Videos
 * Contact Us

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 (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,
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.

A note about Social Media: Opinions, comments and actions taken on Social Media
are those of the third party and do not necessarily reflect the views of the
creator of this profile or of the firm. Social Media is intended for U.S.
residents only and subject to the following terms:
wellsfargoadvisors.com/social.



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