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Michele Ayres Osterberg

Bonsai Advisors LLC

Boulder, CO

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Current Employers
Bonsai Advisors Llc

1406 Pearl Street, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

1406 Pearl Street, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bonsai Llc Boulder CO 08/2020 Present
Rodan+Fields Hingham MA 05/2015 Present
Flag Boston Hingham MA 03/2020 06/2020
The Leaders Group Inc Littleton CO 10/2021 Present
Bonsai Advisors Llc Boulder CO 11/2022 Present
  • 08/2020 → Present
    Bonsai Llc
    Boulder, CO
  • 05/2015 → Present
    Rodan+Fields
    Hingham, MA
  • 03/2020 → 06/2020
    Flag Boston
    Hingham, MA
  • 10/2021 → Present
    The Leaders Group Inc
    Littleton, CO
  • 11/2022 → Present
    Boulder, CO
Previous Registrations
Other Businesses

1.) BONSAI LLC - 8/1/2020 - 1406 Pearl Street, Boulder, CO 80302 - Senior Director, senior director, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) RODAN & FIELDS - 5/25/2015 - 25 Bay Street, Hull, MA 02015 - Independent Consultant, Sell skincare to friends, Not Invt Rel, Skincare business, 12 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 8/8/2022 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-02-11
S65 Uniform Investment Adviser Law Examination 2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2022-02-11
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
Other Names
  • Michele Ann Ayres
  • Michele Ayres Swank

View on SEC IAPD

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