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Michael Joseph Mcdonnell

Osaic Wealth, Inc.

Warrenville, IL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
IL RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

27575 Ferry Road Ste 101, Warrenville, IL 60555 • 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
Woodbury Financial Lisle IL 06/2005 01/2024
Osaic Wealth, Inc. Warrenville IL 01/2024 Present
  • 06/2005 → 01/2024
    Woodbury Financial
    Lisle, IL
  • 01/2024 → Present
    Warrenville, IL
Previous Registrations
  • 2007-03-29 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lisle, IL
    Lisle, IL
    Warrenville, IL
    Warrenville, IL
    Warrenville, IL
Other Businesses

1) MIKE MCDONNELL; NONINV RELATED; 27575 Ferry Road, Suite #101, Warrenville, IL. 60555; FIXED INS PRODUCTS; LIFE INS AGENT; 06/15/2005; 5HR/MON; 2HR/MON; HELP CLIENTS WHO NEED OR REQUEST FIXED INSURANCE PRODUCTS. 2) RANDY HANSON/FORTY FOUR FINANCIAL; INV RELATED; 27575 Ferry Road, Suite #101, Warrenville, IL. 60555. ; RANDY HANSON'S ASSISTANT; 03/21/2011; 6HR/MON; 3HR/MON; ASSISTING RANDY W/DAY TO DAY OPERATIONS 3) BLUFF POINT HOLDINGS LLC POSITION: Member NATURE: LLC. Currently holds one business (a couple laundromats, named the Quick and Clean Laundromat, and Soap and Suds Laundromat). Long term goal is to purchase an apartment building through this business, but the laundromat was an opportunity that we thought would be a good investment with mostly passive income. There is some work involved, but it is minimal. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2020 ADDRESS: 608 Hillgrove Ave, Western Springs IL 60558, United States DESCRIPTION: Clean up once a week. 4) FORTY FOUR FINANCIAL POSITION: Owner NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2020 ADDRESS: 27575 Ferry Road, Suite #101, Warrenville IL 60555, United States DESCRIPTION: This is the name of the company that Randy Hanson (6DB) and I use for working with our clients. It is all just a name that we use instead of using Woodbury or Osaic. It is directly connected with our business through Osaic.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-27
S63 Uniform Securities Agent State Law Examination 2005-06-06
  • S65 Uniform Investment Adviser Law Examination
    2006-06-27
  • S63 Uniform Securities Agent State Law Examination
    2005-06-06
Other Names
  • Micheal Mcdonnell
  • Micheal Joseph Mcdonnell

View on SEC IAPD

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