MV
MV

Michael Vanhoof

33 Years of Experience
Kaukauna, WI
BrokerSells Insurance

Michael Vanhoof is a registered investment advisor at Osaic Wealth, INC., based in Kaukauna, WI, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

Kaukauna, WI

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an Investment Adviser Representative and the officer/president of Van Hoof Investments, Inc. He also maintains an insurance license in Wisconsin, selling annuities, life, and health insurance, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Osaic Wealth, INC.
September 2023 - Present · 2 yrs 10 mos
Osaic Wealth, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Sagepoint Financial, INC.
October 2005 - September 2023 · 17 yrs 11 mos
Sagepoint Financial, INC.Broker
October 2005 - September 2023 · 17 yrs 11 mos
Sentra Securities CORP
June 2002 - December 2003 · 1 yr 6 mos
Sentra Securities CorporationBroker
January 2002 - October 2005 · 3 yrs 9 mos
Sii Investments, INC.Broker
August 1998 - February 2002 · 3 yrs 6 mos
Walnut Street Securities, INC.Broker
September 1996 - August 1998 · 1 yr 11 mos
Harbour Investments, INC.Broker
March 1994 - September 1996 · 2 yrs 6 mos
Liberty Securities CorporationBroker
August 1992 - February 1994 · 1 yr 6 mos
Pruco Securities CorporationBroker
April 1992 - July 1992 · 3 mos
The Prudential Insurance Company of AmericaBroker
April 1992 - July 1992 · 3 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.