Michael James Mcphail

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

• 10/2004 → 02/2025
  Lincoln Financial Advisors
  Winona Lake, IN
• 03/2004 → Present
  Great Midwest News, Llc
  Warsaw, IN
• 10/2007 → Present
  Jefferson Pilot Securities Corporation
  Concord, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2005-01-20 → 2025-01-24
  Osaic Fa, Inc.
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Winona Lake, IN

Other Businesses

1) MICHAEL MCPHAIL WINONA LAKE, IN CATEGORY: FIDUCIARY/SERVICE PROVIDER INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: RECEIVE FUNDING TO PROVIDE CAREGIVING SERVICES TO IMMEDIATE FAMILY MEMBER START DATE: 7/2024 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-19
• S63 Uniform Securities Agent State Law Examination
  1999-10-04

Other Names

• Michael James Mcphail