Mitchael Oslund, financial advisor Eau Claire WI

Mitchael Oslund

CRD Number: 2042235
Current Firm: Osaic Wealth, Inc.

Mitchael Oslund (CRD# 2042235) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Eau Claire, WI Jan 2024 - Current < 1
Woodbury Financial Services Onalaska, WI Dec 2006 - Jan 2024 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mitchael C. Oslund
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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