Michael Martin
Michael Martin is a registered investment advisor at Osaic Wealth, INC., based in Lee'S Summit, MO, 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
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
3640 NE Ralph Powell Road, Lee'S Summit, MO, 64064
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Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Michael works full-time as a tax preparer and planner at Martin Tax & Financial Services. He also sells fixed insurance products, dedicating minimal time to this activity, and serves as a trustee for both the Jackson County Missouri Pension Board and the Brenda Carpenter Trust.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Waddell & Reed, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations6 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.