Michael George Devere

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

• 08/2011 → 03/2017
  Metlife Securities Inc
  Walnut Creek, CA
• 07/2016 → 06/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 06/2017
  Mml Investors Services, Llc
  San Ramon, CA
• 06/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2017-06-12 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
• 2017-03-25 → 2017-06-13
  Mml Investors Services, Llc
  San Ramon, CA
• 2011-08-31 → 2017-03-25
  Msi Financial Services, Inc.
  Walnut Creek, CA
  Walnut Creek, CA
  San Jose, CA
  San Ramon, CA

Other Businesses

Mike Devere, 3000 Executive Parkway, Suite 400, San Ramon, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: Offer Accident, Health, Disability, Long-Term Care and Traditional Life Insurance; Fixed and Equity-Indexed Annuities Start Date: 6/2017 Hours per month: 8 Hours per month during trading hours: 8

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-22
• S63 Uniform Securities Agent State Law Examination
  2008-10-02