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 10 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 Management514MILLIONS
Total Number of Accounts3,185ACCOUNTS
Average Account Value$161,398
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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)
AR, AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, MT, NE, NJ, OK, SD, TN, TX, WA, WI
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