Michael Sayre (CRD# 6241485) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midvale, UT and has over 10 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Midvale, UT | Jan 2024 - Current | < 1 |
| Insurance Shop Llc, The | 6440 Wasatch Blvd Suite 150, UT | Aug 2016 - Current | 7 |
| Penn Mutual Life Ins Co | Horsham, PA | Sep 2013 - Current | 10 |
| Woodbury Financial Services Inc. | Salt Lake City, UT | Aug 2017 - Jan 2024 | 6 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Sep 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- UT
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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