Michael Holliday

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

• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ

Previous Registrations

• 2016-11-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2006-07-20 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

*** HOLLIDAY BAKING CO POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2025 ADDRESS: 12325 PORT GRACE BLVD. LAVISTA NE ZIP 68128 UNITED STATES, Glendale AZ 85308, United States DESCRIPTION: Sell homemade baked goods upon request

Exams

• S66 Uniform Combined State Law Examination
  2005-07-15
• S63 Uniform Securities Agent State Law Examination
  1999-09-27

Other Names

• Michael Todd Holliday