Michelle Hauge
Michelle Hauge is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rogers, AR, 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
802 N. 20th Place, Rogers, AR, 72756
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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 owns Northside Queens, Inc (an S-Corp for tax purposes) and a residential rental property, both since 2018 and 2007 respectively, requiring minimal time. She is also a finance committee member for Northwest Arkansas Community College and the owner/financial planner for LifePointe Financial Planning, dedicating full-time hours to the latter, including sales and service for various insurance companies, fixed insurance (Life, Health, LTC) and Fixed Annuity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations12 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.