Michael Papa
Michael Papa is a registered investment advisor at Osaic Wealth, INC., based in Colorado Springs, CO, with 35 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
101 North Cascade Avenue, Suite 320, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the owner of Papa Wealth Management LLC, where he works as an investment advisor representative focusing on retirement income planning, dedicating full-time hours to this role. He is also an independent insurance agent selling fixed insurance with various carriers, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Cetera Advisor Networks LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Cambridge Investment Research, INC.Broker
Mony Securities CorporationBroker
Private Wealth Advisers, LLC
Toth Financial Advisory CORP
Cadaret, Grant & CO., INC.Broker
W. S. Griffith & CO., INC.Broker
Guardian Investor Services CorporationBroker
New England SecuritiesBroker
John Hancock Distributors, INC.Broker
Mariner Financial Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Amev Investors, INC.Broker
State Registrations10 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.