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 9 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Visionpoint Advisory Group||East Dubuque, IL||Dec 2015 - Current||2|
|Lpl Financial, LLC||East Dubuque, IL||Nov 2015 - Current||2|
|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