Michelle Coble
Michelle Coble is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 19 years of industry experience. Michelle 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
13929 Technology Dr, Suite A, Oklahoma City, OK, 73134
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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
Michelle manages Boji Properties, LLC, owned by her IRA, to invest in real estate, dedicating minimal time. She is also the President/Founder of Odyssey Financial Group LLC, working nearly full-time as a registered representative, investment advisor representative, and insurance agent.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations18 states
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