Michael Bentley

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

• 07/2015 → 11/2016
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 11/2016 → 04/2021
  Allstate Insurance Co
  Helena, AL
• 04/2021 → Present
  Wells Fargo Bank, Na
  Auburn, AL
• 05/2021 → 04/2022
  Wells Fargo Clearing Services, Llc
  Auburn, AL
• 09/2022 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-09-21 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2021-07-20 → 2022-05-09
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Auburn, AL
• 2016-01-15 → 2016-11-11
  Strategic Advisers Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-12-11

Other Names

• Mike Christopher Bentley
• Michael Bentley
• Michael Christopher Bentley