Michael OsgoodCRD Number: 5426196
Current Firm: Visionpoint Advisory Group
Michael Osgood (CRD# 5426196) is an Investment Advisor Representative working at Visionpoint Advisory Group in East Dubuque, IL and has over 8 years of experience in the finance industry.
Steele Capital Management, Inc.
Investments By Design, Inc.
Wayne Hummer Investments LLC
|Visionpoint Advisory Group||East Dubuque, IL||Dec 2015 - Current||< 1|
|Lpl Financial, LLC||East Dubuque, IL||Nov 2015 - Current||< 1|
|Cuna Mutual Group||Waverly, IA||Feb 2013 - Nov 2015||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||Feb 2013 - Nov 2015||2|
|Self Employed||West Des Moines, IA||Jun 2012 - Feb 2013||< 1|
|Unemployed||West Des Moines, IA||Apr 2012 - May 2012||< 1|
|Great Western Bank||Clive, IA||Sep 2011 - Apr 2012||< 1|
|Primevest Financial Services, Inc.||St. Cloud, MN||Sep 2011 - Apr 2012||< 1|
|Morgan Stanley Smith Barney||Des Moines, IA||Mar 2010 - Aug 2011||1|
|Edward Jones||St Louis, MO||Sep 2007 - Mar 2010||2|
|Konica Minolta Business Solutions||Des Moines, IA||Oct 2006 - Sep 2007||< 1|
|Student/university Of Northern Iowa||Cedar Falls, IA||Sep 2004 - Jul 2007||2|
|Ames Tribune/iowa Newspapers||Ames, IA||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management302MILLIONS
Total Number of Accounts1,351ACCOUNTS
Average Account Value$223,581
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, IA, IL, KS, LA, MN, MT, NE, NJ, OK, SD, TX, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.