Michael Joseph Lonano

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

• 01/1991 → Present
  Lonano Financial Advisors, Inc.
  Greensboro, NC
• 11/1991 → 06/2024
  Securities America, Inc.
  Greensboro, NC
• 08/2017 → 06/2024
  Securities America Advisors
  Greensboro, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Greensboro, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Greensboro, NC

Previous Registrations

• 2017-08-24 → 2024-06-14
  Securities America Advisors, Inc.
  Greensboro, NC
• 1999-12-31 → 2018-12-31
  Lonano Financial Advisors, Inc.
  Greensboro, NC
  Greensboro, NC
• 2014-11-20 → 2017-02-22
  Securities America Advisors, Inc.
  Greensboro, NC

Other Businesses

1. LONANO FINANCIAL ADVISORS, INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1989 ADDRESS: 529 College Rd, STE A, Greensboro NC 27410, United States DESCRIPTION: Provide insurance analysis and insurance sales and servicing of policies based upon client needs. 2. QUAKER CROSSING CONDOMINIUM ASSOCIATION, INC. POSITION: Treasurer NATURE: Board member for Homeowners Association. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 529 College Rd, STE G, Greensboro NC 27410, United States DESCRIPTION: Treasurer. Review invoices, association checking and savings accounts, budgeting, planning and coordination of property maintenance items as they present themselves. 3. VINCENZO PROPERTIES LLC POSITION: Member/Manager NATURE: REAL ESTATE INVESTMENT MANAGER INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2012 ADDRESS: 529 College Rd, STE A, Greensboro NC 27410, United States DESCRIPTION: Vincenzo Properties LLC currently owns the condominium at 529 College Rd. STE A. The space is being leased to LoNano Financial Advisors. The LLC also owns a house for rental.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-23
• S63 Uniform Securities Agent State Law Examination
  1992-02-06

Designations

• Certified Financial Planner