Michael Wholehan
Michael Wholehan is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1645 Indian Wood Circle, Suite 102, Maumee, OH, 43537
Get directionsHistory
Regulatory History (1)
Criminal
November 1987Other Business ActivitiesSells Insurance
Michael sells life insurance, including long-term care, fixed annuities, and disability insurance through Wholehan & Associates. He also spends nearly full-time on securities business through Sigma Financial Corporation, and dedicates minimal time to accounting and building maintenance for Tradition Square Holding LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Intervest International, INC.
Intervest International Equities CorporationBroker
Woodbury Financial Services, INC.Broker
Wma Securities, INC.Broker
Mutual Service CorporationBroker
Continental Capital CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.