Michael Verhalen
Michael Verhalen is a registered investment advisor at Osaic Wealth, INC., based in Marshall, TX, 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
304 North Washington Avenue, Marshall, TX, 75670
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Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Michael is an agent for Verhalen Financial Group, providing fixed product insurance and supplement products since 1981, and also helps people with non-securities insurance products. He is also an insurance agent for Generational Financial Advisors, marketing insurance products, and a notary public, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Financial Education Associates, INC.
Sunamerica Securities, INC.Broker
First Texas Securities, INC.Broker
First American National Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations3 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.