Strategic Financial Management Joins OSJ Under Osaic
Osaic, Inc., announced that Strategic Financial Management has joined Undefined Gridlines, Inc., an office of supervisory jurisdiction (OSJ) under Osaic. The Greeley, Colorado-based wealth management firm oversees $133 million in assets under administration (AUA).
Led by President Randee Cook, CFP, StrategicFM delivers comprehensive wealth, retirement and estate planning. Cook is both a certified financial planner and a senior portfolio manager. She chose UGLI to gain the tools, resources and technology to boost efficiency and enhance high-touch client service.
“As I look toward the future, I want to ensure that my clients are set up for a successful retirement as I begin to prepare for my own,” Cook said. “UGLI and Osaic give me the resources to serve my clients today and the continuity support for tomorrow.”
Joining her in the move to UGLI are StrategicFM’s relationship manager Noah Clement and operations director Debra Pratt.
“Randee’s decades of service and commitment to her clients perfectly align with the values UGLI was built for,” said David and Tina Thiele. “We’re excited to support her in her next chapter, as she prepares her clients and business for long-term success.”
“Our platform is built to help advisors grow and plan for their own future,” said Kristen Kimmell, executive vice president of business development at Osaic. “We look forward to supporting Randee as she continues to build upon her legacy of providing comprehensive wealth planning.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.