Michael Rosenberg, financial advisor Maumee OH

Michael Rosenberg

CRD Number: 1125246
Current Firm: Osaic Wealth, Inc.

Michael Rosenberg (CRD# 1125246) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 39 years of experience in the finance industry.

Similar Advisors
Phillip Bollin, financial advisor Maumee OH
Phillip Bollin
CRD# 4537321
Bollin Wealth Management, LLC
Similar Advisors
David Abalos, financial advisor Maumee OH
David M. Abalos
CRD# 3016364
Edward Jones
Similar Advisors
Nicholas Abalos, financial advisor Maumee OH
Nicholas D. Abalos
CRD# 6107473
Edward Jones
Company Name Location Dates Years
Osaic Wealth Toledo, OH Jul 2013 - Current 10
Savage And Associates - Securities Dba Maumee, OH Jun 1983 - Current 40
Savage & Associates Inc. Toledo, OH Sep 1964 - Current 59
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
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 Michael J. Rosenberg
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • FL
  • MI
  • OH
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.