Michael Paul Gillespie

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

• 06/2015 → 02/2017
  Massmutual Life Insurance Co
  Madison, WI
• 08/2015 → 02/2017
  Mml Investors Services Llc
  Madison, WI
• 03/2017 → 07/2018
  Tax Management Services
  De Pere, WI
• 08/2018 → 01/2024
  Woodbury Financial Services Inc
  De Pere, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  De Pere, WI

Previous Registrations

• 2022-02-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  De Pere, WI

Other Businesses

1. NATIONAL GUARDIAN POSITION: Insurance NATURE: Insurance Sales with National Guardian Life INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2018 ADDRESS: 416 George St, #111, De Pere WI 54115, United States DESCRIPTION: Selling and processing funeral trusts through National Guardian Life 2. TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2022 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share best practices. 3. GILLESPIE & ASSOCIATES FINANCIAL SERVICES POSITION: Member NATURE: Insurance sales and services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/22/2022 ADDRESS: 416 George St #111, De Pere WI 54115, United States DESCRIPTION: Analyze and recommend life, disability, and LTC products. Along with funeral trusts and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-18