Michael Jurgensen is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 21 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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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 Activities
Michael serves as an internal auditor for his church, ensuring financial integrity. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
First Allied Securities, INC.Broker
Summit Brokerage Services, INC.Broker
Legend Equities CorporationBroker
Investors Capital CORP.Broker
J.P. Turner & Company, L.L.C.Broker
Cetera Advisors LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Pacific Select Distributors, INC.Broker
Salomon Smith Barney INC.Broker
Smith Barney INC.Broker
Baraban Securities, INC.Broker
State Registrations1 state
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.