Michael T Tonis

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

• 09/2017 → 11/2021
  Boras Corporation
  Newport Beach, CA
• 04/2016 → 08/2017
  Molina Healthcare
  Long Beach, CA
• 01/2022 → Present
  Retirement Security Centers (Lincoln Financial)
  Sacramento, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2023-12-05 → 2025-01-24
  Osaic Fa, Inc.
  Sacramento, CA

Other Businesses

1) SIMAS TONIS WEALTH ADVISORS, LLC POSITION: Vice President NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 06/09/2025 ADDRESS: 8880 Cal Center Dr Suite 220, Sacramento CA 95826, United States DESCRIPTION: Partner in LLC retirement planning, investment planning, life planning.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-07

Other Names

• Michael Timothy Tonis