Michael Wayne Hodson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 06/2017
  Wealthforge
  Richmond, VA
• 07/2017 → 02/2019
  Tobin & Company Securities Llc
  Charlotte, NC
• 07/2017 → 02/2019
  Idc Investor Services
  Peachtree City, GA
• 02/2019 → 03/2023
  Mml Investors Services
  Glen Allen, VA
• 03/2023 → Present
  Securities America, Inc.
  La Vista, NE
• 03/2023 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-03-22 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2019-05-29 → 2023-03-17
  Mml Investors Services, Llc
  Glen Allen, VA

Exams

• S66 Uniform Combined State Law Examination
  2019-05-21
• S65 Uniform Investment Adviser Law Examination
  2016-07-26
• S63 Uniform Securities Agent State Law Examination
  2015-01-14

Other Names

• Mike Hodson
• Michael Hodson