Michael David Bean

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

• 09/2007 → 03/2019
  Questar Capital Corp.
  Minneapolis, MN
• 10/2007 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 2007-10-18 → 2019-03-01
  Questar Asset Management, Inc.
  Atlanta, GA
  Atlanta, GA
  Sandy Springs, GA
  Minneapolis, MN
• 2006-03-29 → 2007-09-10
  Triad Advisors Llc
  Atlanta, GA
  Smyrna, GA
• 2004-01-07 → 2006-03-30
  1717 Capital Management Company
  Smyrna, GA

Other Businesses

1) DIVORCE SENSE, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2006 ADDRESS: 6190 Powers Ferry Rd, Suite 230, ATLANTA GA 30339, United States DESCRIPTION: Assist individuals through all financial aspects of divorce including constructing marital balance sheets, creating budgets, lifestyle analysis and advising on settlement scenarios and tax impacts of such 2) INFINITY TAX PARTNERS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2016 ADDRESS: 6190 Powers Ferry Rd Ste 230, Atlanta GA 30339, United States DESCRIPTION: Review tax returns, provide tax mitigation strategies and solutions. Interface with clients on tax issues and returns. 3) INFINITY FINANCIAL PARTNERS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2014 ADDRESS: 6190 Powers Ferry Rd, Suite 230, ATLANTA GA 30339, United States DESCRIPTION: Holistic Financial Planning and Wealth Management Life insurance 4) FREE TV NETWORKS POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 4370 Peachtree Rd, Ste 400, Atlanta GA 30319, United States DESCRIPTION: I was asked to be on the Board of Directors of a start up company that is creating an over the air television network. 5) GCG ADVISORY PARTNERS POSITION: Advisor NATURE: OSJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2025 ADDRESS: 1415 Vantage Park, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Advisor under the OSJ 6) THE LMZ COLLECTIVE LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2026 ADDRESS: 211 Belvedere St, Atlantic Beach FL 32233, United States DESCRIPTION: Buying plots of land and either flipping it or building single family houses 7) GCG WEALTH MANAGEMENT POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2025 ADDRESS: 1415 Vntage Park, Charlotte NC 28203, United States DESCRIPTION: Holistic Financial Planning and Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2003-10-30

Other Names

• Mike David Bean