Michael James Labrie

Current Employers

Employment History

• 02/1997 → 09/2023
  Compass Point Retirement Planning, Inc.
  Wakefield, MA
• 02/1997 → Present
  Michael James Labrie
  Wakefield, MA
• 10/2007 → 11/2017
  National Planning Corporation
  Wakefield, MA
• 11/2017 → 07/2023
  Independent Financial Group, Llc
  Wakefield, MA
• 11/2017 → 05/2023
  F3Logic, Llc
  Wakefield, MA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  Wakefield, MA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Wakefield, MA

Previous Registrations

• 1997-03-05 → 2023-09-07
  Compass Point Retirement Planning, Inc.
  Wakefield, MA
• 2017-11-07 → 2023-05-19
  F3Logic, Llc
  Wakefield, MA
  Burnsville, MN
• 2007-10-03 → 2017-11-10
  National Planning Corporation
  Wakefield, MA

Other Businesses

1) Gallagher Fiduciary Advisors, LLC; Investment related: yes; 2850 Golf Road, Rolling Meadows, IL 60008; Nature or Structure of Business: LLC; Position: Investment Advisor Representative; Start date: 6/19/2023; hours per month: 140; securities trading hours 126; Duties: Work with clients and managing client accounts 2) THE SUZANNE S LABRIE LIVING TRUST DATED JULY 19, 2002 POS: trustee NATURE: revocable living trust structure owned by my wife. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 7/19/02 ADDRESS: Daniel Island SC 29492 DESCRIPTION: Trustee and advisor 3) GALLAGHER FIDUCIARY ADVISORS POSITION: Insurance producer NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/26/2023 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008 DESCRIPTION: place and service life insurance and annuity business with individual clients or families where it fits in my primary role as their objective fiduciary financial advisor. 4) INSURANCE POSITION: Agent NATURE: Individual Insurance Producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/24/2017 ADDRESS: 500 Edgewater Drive, STE 565, Wakefield MA 01880 DESCRIPTION: Selling and servicing, as agent of Record on behalf of Gallagher, on Life, Health and Long-Term Care business. 5) SALEM SOUND VENTURES POSITION: investor NATURE: It is a partnership created to make passive investments in a small group of startup companies. The equal partners were my father Paul LaBrie who eventually gifted his allocation to me, Thomas Nee and Martin Plecinoga, both reps with Osaic who have also been my business partners in the firm we eventually sold to Gallagher three years ago. We had this OBA originally approved by a prior broker dealer called National Planning Corp that was later acquired by LPL. It was then approved at Triad when we moved there. When it was approved as we moved to Osaic we agreed to no further new investment activity. We currently have remaining investments in a company called "Mother's Milk is best" a firm creating a product to concentrate mother's milk to make it work to keep very premature babies alive. We are also invested in a company called "Fuel for Fire" that makes shelf stable protein-based products for pre and post workout consumption. Note: these were individually approved Private securities transactions as well with each B/D within the OBA. More recently I have made additional investment in Mother's Milk is Best directly (outside of this entity) as an approved PST. This is personal investing only. We do not market it or share it with the public. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: 443 Island Park Drive, Daniel Island SC 29492 DESCRIPTION: none - passive investor 6) THOMAS F. NEE IRREVOCABLE TRUST (ILIT) POSITION: Trustee NATURE: Irrevocable Life Insurance Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2007 ADDRESS: 443 Island Park Drive, Daniel Island SC 29492 DESCRIPTION: I receive premium payments from the grantor of the trust to then make premium payments for the insurance policy in the trust and send the required Crummy letters. 7. THE MARTIN E PLECINOGA ERREVOCABLE TRUST DATED JULY 11, 2008 POSITION: Trustee NATURE: Irrevocable Life Insurance Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 443 Island Park Drive, Daniel Island SC 29492 DESCRIPTION: Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-18
• S63 Uniform Securities Agent State Law Examination
  1991-09-25