Michael H Mulhern

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

• 02/2001 → 01/2025
  Lincoln Financial Advisors
  Ft Myers, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Ft Myers, FL

Previous Registrations

• 2001-03-29 → 2025-01-24
  Osaic Fa, Inc.
  Columbus, OH
  Columbus, OH
  Ft Myers, FL

Other Businesses

1)TOTAL RETIREMENT SOLUTIONS LLC 7940 SUMMER LAKE CT FT MYERS, FL 33907 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF FIXED LIFE, HEALTH, ACCIDENT, AND DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, AND LIFE SETTLEMENTS START DATE: 1/26/01 HOURS PER MONTH: 150 HOURS PER MONTH DURING TRADING HOURS: 120 2) MHM PROPERTY MGMT. 7783 STONEFORD DR. COLUMBUS, OHIO 43235 CATEGORY: REAL ESTATE MANAGEMENT, RENTALS OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS AND RENTS PROPERTY START DATE: 1/1/01 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-05-24