Michael Joseph Bateman

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

• 10/1986 → Present
  Bjo Capital Management Inc
  Provo, UT
• 10/2004 → Present
  Independent Financial Group Llc
  Provo, UT
• 11/2025 → Present
  Osaic Wealth
  Provo, UT

Previous Registrations

• 2012-08-08 → 2025-11-11
  Independent Financial Group, Llc
  Provo, UT
  Provo, UT
• 1991-12-18 → 2012-08-07
  Bjo Capital Management Inc
  Provo, UT

Other Businesses

1) BJO CAPITAL MANAGEMENT, INC - INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 117 START DATE: 10/01/1986 ADDRESS: 3550 N University Ave, Ste 325, Provo UT 84604, United States DESCRIPTION: INSURANCE AGENT AT DBA OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. 2) PROPERTY MANAGER POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2009 ADDRESS: 3550 N University Ave, Ste 325, Provo UT 84604, United States DESCRIPTION: PROPERTY MANAGER 3) BJO CAPITAL MANAGEMENT, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 117 START DATE: 10/01/1986 ADDRESS: 3550 N University Ave, Ste 325, Provo UT 84604, United States DESCRIPTION: OWNER OF DBA USED FOR MARKETING PURPOSES 4) CONSULTING SERVICES POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 6 START DATE: 10/01/1986 ADDRESS: 3550 N University Ave, Ste 325, Provo UT 84604, United States DESCRIPTION: Analysis of tax revenues for the State of Utah. Also providing general economic analysis for the U.S. and the State of Utah. 5) BJO CAPITAL MANAGEMENT, INC. POSITION: President NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 10/01/1987 ADDRESS: 2435 North 1060 East, Provo UT 84604, United States DESCRIPTION: Provide an economic report along with a tax revenue forecast to the Legislative Fiscal Analysts office for the State of Utah.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-28
• S63 Uniform Securities Agent State Law Examination
  1988-05-27

Other Names

• Michael Bateman