Toni Rae Michel

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

• 07/2014 → Present
  Securities America Inc
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-08-07 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

1. TONI MICHEL - RESELLER POSITION: Owner NATURE: Sole Prop - Hobby INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2026 ADDRESS: 51998 350th St, Henderson IA 51541, United States DESCRIPTION: Vintage Reseller. Pick up vintage items at auctions, estate/garage sales, thrift stores and post for sale online on FB Market Place, Poshmark, Etsy, etc. or at local pop up shopping events.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-30
• S63 Uniform Securities Agent State Law Examination
  1998-02-05

Other Names

• Toni Rae Liddell