Michael Popp
Michael Popp is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, 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
10851 Mastin Street, Suite 950A, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2003Criminal
July 1987Other Business ActivitiesSells Insurance
Michael owns rental real estate property and collects rent, dedicating minimal time to this activity. He also sells accident & health insurance, disability insurance, and fixed & indexed annuities, spending minimal time on this as well.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Alliance Asset Group,inc.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ur Financial, INC.Broker
First Investors CorporationBroker
State Registrations18 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.