Michael A. Aschberger

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

• 07/2005 → Present
  Dba Aschberger Financial Services, Llc
  Franklin, WI
• 09/2014 → 05/2021
  Voya Financial Advisors
  Franklin, IL
• 05/2021 → Present
  Osaic Wealth, Inc.
  Franklin, WI

Previous Registrations

• 2007-08-31 → 2021-05-28
  Voya Financial Advisors, Inc.
  Windsor, CT
  Waukesha, WI
  Franklin, WI
  Sioux City, IA
• 2004-10-20 → 2007-08-31
  Wolf Financial Management, Llc
  Franklin, WI
  Franklin, WI

Other Businesses

1) ASCHBERGER FINANCIAL SERVICES POSITION: Financial Advisor NATURE: DBA for fixed insurance and investment related activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/20/2005 ADDRESS: 10018 W Whitnall Edge Drive, Unit E, Franklin WI 53132, United States DESCRIPTION: Sales of fixed insurance products and investment advice 2) ALTUS CONSULTING GROUP POSITION: Fnancial Advisor NATURE: DBA for the advertising of financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 02/18/2019 ADDRESS: 10018 W Whitnall Edge Drive, Unit E, Franklin WI 53132, United States DESCRIPTION: The sale and service of insurance and investment related products. 3) WHITNALL EDGE II CONDOMINIUM ASSOCIATION POSITION: President NATURE: Corporation for the benefit of all units and common property owned by the condominium homeowners association. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2025 ADDRESS: 1665 N. Water Street, Milwaukee WI 53132, United States DESCRIPTION: The President along with the other four Directors reviews and approves contracts, maintain association records, notify unit owners of violations of the rules. As the President, my responsibilities include research for planned or anticipated projects, running the monthly directors meeting, provide general oversight of projects within the community, and voting to approve those projects during meetings of the directors, 4) LINDA FASSOLA & MICHAEL ASCHBERGER - RENTAL PROPERTY POSITION: Co_Owner NATURE: Partnership between two named parties INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 10154 W Whitnall Edge Drive, Unit F, Franklin WI 53132, United States DESCRIPTION: Find tenants, collect rent, repair or arrange for repairs of unit

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-19
• S63 Uniform Securities Agent State Law Examination
  1997-01-31

Other Names

• Michael Anthony Aschberger
• Michael Aschberger