Michael Osland
Michael Osland is a registered investment advisor at Geneos Wealth Management, INC., based in Scottsdale, AZ, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
8115 E Indian Bend Rd, Suite #117, Scottsdale, AZ, 85250
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2017Regulatory
March 2001Other Business ActivitiesSells Insurance
Michael operates under the name Osland Financial Group and is an independent representative selling fixed insurance products with various insurance companies. He is also an employee of Heffernan Insurance Brokers, owns an office condo, and has farmland/rental income.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Michael John Osland
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Sentra Securities CorporationBroker
Advantage Capital CorporationBroker
Sme Capital Management CorporationBroker
State Registrations28 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.