Michael James Taylor

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

• 07/2025 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 10/2022 → 06/2025
  Energry Pro Electrical
  Lincoln, NE
• 08/2018 → 04/2020
  Maplewood Lanes
  Omaha, NE
• 04/2020 → 04/2021
  School
  Council Bluffs, IA
• 04/2021 → 10/2022
  Unemployed
  Lincoln, NE
• 01/2015 → 08/2018
  School
  Omaha, NE

Other Businesses

1. LIFETIME INSURANCE INC. POSITION: producer/Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2024 ADDRESS: 11207 W dodge Rd, Suite 200, Omaha NE 68154, United States DESCRIPTION: Discuss and assist clients with Insurance needs and questions, primarily focusing on property, casualty, life insurance, and long-term care. 2. NEXUS OPERATIONS LLC POSITION: Owner/CEO NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 1601 Nemaha St, Lincoln NE 68502, United States DESCRIPTION: Rental Properties Managing tenant needs and requests.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-17

Other Names

• Michael J Taylor