Michael Steven Magnuson

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

• 01/2003 → 01/2025
  Lincoln Financial Advisors
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2003-01-29 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) MICHAEL S. MAGNUSON CPA 768 S. MIDDLETON AVENUE PALATINE, IL 60067 CATEGORY: TAX PREPARATION INVESTMENT-RELATED: NO TITLE: SOLE PROPRIETOR DUTIES: PREPARATION OF TAX RETURNS FOR CLIENTS. START DATE: 01/1980 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 2) MAGNUSON WEALTH MANAGEMENT 8755 W. HIGGINS ROAD, SUITE 200 CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY, LONG-TERM CARE, FIXED AND INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 03/12/2001 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 60. 3) MAGNUSON WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Provide financial planning services, including investment advisory and brokerage, as well as sale of life insurance and annuities, long term care, disability insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 02/03/2003 ADDRESS: 8755 W. Higgins Rd., Suite 200, Chicago IL 60631, United States DESCRIPTION: Provide financial planning services, including investment advisory and brokerage, as well as sale of life insurance and annuities, long term care, disability insurance

Exams

• S66 Uniform Combined State Law Examination
  2003-01-24
• S65 Uniform Investment Adviser Law Examination
  1996-12-17

Other Names

• Michael Magnuson