Michael Puls
Michael Puls is a registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 29 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
7431 O St, Lincoln, NE, 68510
Get directionsHistory
Regulatory History (1)
Regulatory
April 2003Other Business ActivitiesSells Insurance
Michael is a sales agent for Universal Financial Strategies, selling insurance products including term life, fixed annuity, fixed life, and Medicare supplements, dedicating about half of his time. He also owns UFS Holdings, LLC and a rental business, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ameritas Investment CORP.Broker
A. G. Edwards & Sons, INC.Broker
Ameritas Investment CORP.Broker
State Registrations29 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.