Michael Piel is a registered investment advisor at Osaic Wealth, INC., based in Wausau, WI, with 38 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
3530 Stewart Avenue, Wausau, WI, 54401
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Regulatory History (1)
Employment Separation After Allegations
December 1992Other Business Activities
Michael works as an investment advisor representative and financial advisor for Focus Financial Network, dedicating about half of his time. He is also a member of several LLCs and partnerships related to managing property and office expenses for his financial planning practice, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Focus Financial
Osaic Wealth, INC.Broker
Previous Registrations
Equity Design Advisors, LLC
The O.N. Equity Sales CompanyBroker
Cri Securities, LLCBroker
C.R.I. Securities, INC.Broker
Securian Financial Services, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations13 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.