David Michael Vogelson

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

• 03/1995 → Present
  Osaic Wealth, Inc.
  Rockton, IL

Previous Registrations

• 2000-05-11 → 2010-12-31
  Norsk Investment Advisers, Llc
  Madison, WI

Other Businesses

1) Osaic Wealth, Yes, 1925 E Andromeda Pl, Oro Valley, AZ 85737, Investment Advisor Representative, 10/2010, 35, 35, Fee Based Account Management. 2) DBA DAVID VOGELSON - INSURANCE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1991 ADDRESS: 1925 E Andromeda Pl, Oro Valley AZ 85737, United States DESCRIPTION: I mostly service existing variable annuities, one whole life policy and term life policies. I very occasionally propose the purchase of such a policy to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1991-07-22

Other Names

• Daivd Michael Vogelson