Michael Thomey
Michael Thomey is a registered investment advisor at Osaic Wealth, INC., based in Kenosha, WI, 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
5717 8th Avenue, Kenosha, WI, 53140
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Regulatory History (1)
Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including rental real estate partnerships, insurance sales (term life and annuities), tax preparation, and financial advising. He also serves as treasurer for the St. Joseph H.S. Alumni Association, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Raymond James Financial Services, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations18 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.