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Michael Robert Mckillip

Osaic Wealth, Inc.

Brookfield, WI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-02
WI RA APPROVED 2025-11-17
  • TX RA
    APPROVED
    Since 2026-02-02
  • WI RA
    APPROVED
    Since 2025-11-17

Branch Locations

2511 North 124Th Street Suite 204, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments, Inc. Wauwatosa WI 07/2013 02/2018
Lpl Financial, Llc Brookfield WI 02/2018 11/2025
Osaic Wealth Inc Brookfield WI 11/2025 Present
Previous Registrations
  • 2018-02-14 → 2025-11-19
    Brookfield, WI
  • 2013-07-19 → 2018-02-15
    Sii Investments, Inc.
    Wauwatosa, WI
    Green Bay, WI
    Wauwatosa, WI
    Appleton, WI
  • 2005-11-18 → 2013-07-19
    Green Bay, WI
    Wauwatosa, WV
    Milwaukee, WI
Other Businesses

1. 1/11/2021 - THE FINANCIAL CENTRE - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/14/2018. 2. 1/11/2021 - THE FINANCIAL CENTRE - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - ENROLLED AGENT - Started 1996 - Time Spent 30% - TAX PREPARATION AND REPRESENTING TAXPAYERS TO THE IRS. 3. 08/26/2021 - GBU Financial Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/23/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 4. THE FINANCIAL CENTRE POSITION: Life Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 04/15/1994 ADDRESS: 2511 North 124th Street, Suite 204, BROOKFIELD WI 53005, United States DESCRIPTION: Sell life insurance & fix annuities when appropriate through my financial planning practice. 5. THE FINANCIAL CENTRE POSITION: Enrolled Agent w/ the IRS NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 50 START DATE: 04/15/1994 ADDRESS: 2511 North 124th Street, Suite 204, BROOKFIELD WI 53005, United States DESCRIPTION: Tax preparation & tax advising

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-14
S63 Uniform Securities Agent State Law Examination 1994-05-27
  • S65 Uniform Investment Adviser Law Examination
    1997-05-14
  • S63 Uniform Securities Agent State Law Examination
    1994-05-27
Designations

View on SEC IAPD

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