Michael John Flanagan

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

• 06/1993 → 06/2023
  Royal Alliance Associates, Inc.
  Onalaska, WI
• 06/2023 → Present
  Osaic Wealth
  Onalaska, AK

Previous Registrations

• 2001-11-27 → 2002-11-22
  Flanagan Financial, Inc
  La Crosse, WI

Other Businesses

1. FLANAGAN FINANCIAL, INC, INVESTMENT RELATED, 3033 EAST MAIN ST, ONALASKA, WI. 54650, OWNER, STARTED 8/93, 40HR/MO, 30HRS DT, EMPLOYER SPONSORED EMPLOYEE BENEFITS WHICH INCLUDE FULLY INSURED HEALTH INSURANCE, SELF FUNDED HEALTH INSURANCE, GROUP DENTAL, LONG TERM DISABILITY, SHORT TERM DISABILITY, LIFE INSURANCE BOTH EMPLOYER PAID AND VOLUNTARY, INDIVIDUAL TERM LIFE INSURANCE, FIXED ANNUITIES AND LTC 2. FLANAGAN HOLDINGS, LLC; POSITION: PARTNER - NATURE: LIMITED LIABILITY COMPANY - INVESTMENT RELATED: NO NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1996; ADDRESS: 3033 EAST MAIN STREET ONALASKA, WI. 54650, ONALASKA WI 54650; DESCRIPTION: FLANAGAN HOLDINGS, LLC - ONE COMMERCIAL BUILDING. TENTANT IS FLANAGAN FINANCIAL, INC. 3. RIVERLAND ENDOWMENT TRUST; POSITION: BOARD MEMBER NATURE: NON PROFIT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2015; ADDRESS: 230 FRONT STREET, LA CROSSE WI 54601 DESCRIPTION: DECIDE AND REVIEW ANNUAL DISTRIBUTION OF ENDOWMENT ASSETS 4. FUNCTIONAL BIOSCIENCES, INC.; NOT INVESTMENT RELATED: UNIVERSITY RESEARCH PARK, 505 SOUTH ROSA RD, STE 238, MADISON WI 53719; POSITION: OWNER/PRESIDENT; START DATE: 01/01/2003; HOURS: 30; SECURITY HOURS: 20; BRIEF DESCRIPTION OF DUTIES: OVERSEE STRATEGIC PLANNING FOR COMPANY. SERVICES: - DNA SEQUENCING, DNA PURIFICATIONS (DNA MINIPREPS), PICKING AND GROWING COLONIES, PCR REACTIONS AND EXO/SAP CLEANUPS, PRIMER WALKING, SHOTGUN CLONIG AND SEQUENCING, RESEQUENCING AND SNP ANALYSIS. 5. BETHANY LUTHERAN HOMES DBA EAGLE CREST COMMUNITIES POSITION: Board of Directors NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/26/2021ADDRESS: 2575 South 7th Street, La Crosse WI 54601, United States DESCRIPTION: Board of Directors Directors

Exams

• S66 Uniform Combined State Law Examination
  2006-06-06
• S63 Uniform Securities Agent State Law Examination
  1993-07-26