Michael James Doyle

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

• 03/2007 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  La Grange Park, IL

Previous Registrations

• 2007-03-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  La Grange Park, IL
  Oakbrook Terrace, IL
  Burr Ridge, IL
• 2005-06-01 → 2007-03-21
  Equitable Advisors, Llc
  Northbrook, IL
  Oak Brook, IL
• 2004-10-29 → 2005-06-01
  Mony Securities Corporation
  Oakbrook, IL

Other Businesses

1) DOYLE & DOYLE AND BLAHA FINANCIAL SERVICES POSITION: owner/agent NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/08/1989 ADDRESS: 1003 E. 31st Street, LaGrange Park IL 60526, United States DESCRIPTION: life, major medical and disability insurance sales 2) ODD VENTURES, LLC POSITION: member NATURE: LLC - entity started to own office condo with 3 members - Mike Doyle, Tim Doyle and Tim O'Connell. Each member owns 1/3 of ODD Ventures LLC. Each member also has separate office at this address. Entity collects rent from the 3 members to pay real estate taxes, mortgage on the condo and utilities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2008 ADDRESS: 1003 E. 31st Street, LaGrange Park IL 60526, United States DESCRIPTION: Passive investment. Organized so all 3 members can own the building/office condo they work in rather than pay rent. 3) DONALD W. BLAHA TRUST U/A/D 1/26/1995 POSITION: Trustee NATURE: It is a trust that was created by my father-in-law - Donald W. Blaha. It was a living trust during his lifetime and became an irrevocable trust upon his death.The trust receives approximately $5,000/year of income from AXA/Equitable. The funds are paid to the trust from vested renewals based on the grantors long time career in the insurance business.As the money is received it is deposited at a local bank in a non-interest bearing checking account. Once per year, distribuitions are made to Don's surviving spouse to reimburse her for final expenses/funeral incurred when the grantor died. Enough money is kept in the trust to pay income taxes(state and fed), professional fees to do the tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2019 ADDRESS: 418 N Spring Avenue, LaGrange Park IL 60526, United States DESCRIPTION: As trustee I receive the checks and deposit them in the checking account. Checks are typically $500-$800 and are received every 6-8 weeks.In December, I will speak to the accountant to determine how much of the trust assets can be paid out to the grantor's spouse to reimburse her for costs incurred at grantor's death - leaving enough money to pay the accountant and all taxes due.I spend approximately 8 hours per year on this activity. There are no other assets in the Trust other than the checking account - current balance is $6,528.00.I am not compensated for my duties as Trustee.It is anticipated that each year the amount of renewal income paid to the Trust will decline as policies at AXA/Equitable expire. However, AXA is unable to give me an exact timeline on when the stream of income will stop.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-29
• S63 Uniform Securities Agent State Law Examination
  1991-04-22

Designations

• Chartered Financial Consultant