Michael Paul Jurgensen

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

• 08/2014 → 05/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2014 → 05/2020
  Cetera Advisors Llc
  Denver, CO
• 08/2014 → 05/2020
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2014 → 05/2020
  Cetera Financial Services Llc
  Schaumburg, IL
• 02/2015 → 11/2016
  Investors Capital Corp
  Lynnfield, MA
• 02/2015 → 12/2016
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 02/2015 → 05/2020
  First Allied Securities, Inc.
  San Diego, CA
• 02/2015 → 05/2020
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 07/2014 → 05/2020
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2015 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 11/2015 → 11/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 11/2015 → 05/2020
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2020 → 07/2020
  Unemployed
  Irvine, CA
• 08/2020 → 02/2025
  Kestra Investment Services, Llc
  Austin, TX
• 08/2020 → 02/2025
  Kestra Advisory Services, Llc
  Austin, TX
• 04/2025 → Present
  Osaic
  Scottsdale, AZ

Previous Registrations

• 2020-08-28 → 2025-02-27
  Kestra Advisory Services, Llc
  Irvine, CA
  Austin, TX
  Austin, TX
  Lawrence, KS
  Winnabow, NC
• 2014-11-13 → 2020-05-05
  Cetera Advisors Llc
  El Segundo, CA
  El Segundo, CA
  Greenwood Village, CO
• 2014-11-07 → 2020-05-05
  Cetera Wealth Services, Llc
  El Segundo, CA
  El Segundo, CA
• 2014-11-13 → 2020-05-05
  Cetera Investment Advisers Llc
  El Segundo, CA
  Schaumburg, IL
• 2012-10-15 → 2014-01-03
  Spire Wealth Management, Llc
  Irvine, CA
• 2010-07-07 → 2012-10-15
  Girard Securities, Inc.
  Irvine, CA
  San Diego, CA
• 2010-01-29 → 2010-07-02
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA

Other Businesses

GREATER WILMINGTON CHURCH POSITION: internal auditor NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2025 ADDRESS: 3801 Wilshire Blvd., Wilmington NC 28479, United States DESCRIPTION: Internal auditor as this small church of which I am a member requires an annual audit to validate that controls are in place to handle finances with integrity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-07
• S63 Uniform Securities Agent State Law Examination
  2009-02-25

Other Names

• Michael Paul Jurgensen
• Michael Jurgensen