Masen Michael Miller

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

• 06/2022 → 06/2023
  Royal Alliance Associates, Inc.
  Onalaska, WI
• 08/2018 → 05/2022
  Full Time Student At The University Of Wisconsin- La Crosse
  Lacrosse, WI
• 05/2018 → 08/2018
  Bloomer Street Department
  Bloomer, WI
• 06/2021 → 05/2022
  Mcallister Financial Services, Inc
  Onalaska, WI
• 06/2015 → 05/2018
  Bloomer High School
  Bloomer, WI
• 06/2023 → Present
  Osaic Wealth Inc
  Onalaska, WI

Other Businesses

1. FINANCIAL DIMENSIONS GROUP, INC POSITION: N/A NATURE: This is the address of our OSJ's office. We are doing my payroll through them to make things easy INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2024 ADDRESS: 6 Pine Tree Drive, Suite 300, Arden Hills MN 55112, United States DESCRIPTION: N/A Just provides payroll for me. I still currently work in Onalaska in the same place as before

Exams

• S66 Uniform Combined State Law Examination
  2022-10-05