Michael Lawless is a registered investment advisor at Osaic Wealth, INC., based in Lavista, NE, with 28 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
12325 Port Grace Blvd, Lavista, NE, 68128
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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 sells fixed insurance under Lawless Financial Group, dedicating minimal time. He is also the sole owner of Lawless Financial Group, LLC, established in 2018 to facilitate securities, advisory, and insurance business, taking nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Pruco Securities CorporationBroker
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.