Michael David Siegler

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

• 07/2022 → Present
  Caliber Financial Group
  Foley, MN
• 01/2022 → 06/2022
  Kinder Coffee Lab
  St. Cloud, MN
• 07/2020 → 12/2021
  Calvary Community Church
  St. Cloud, MN
• 12/2013 → 06/2020
  Benton County Sheriff's Office
  Foley, MN
• 04/2021 → 06/2022
  Re/Max Results
  St. Cloud, MN
• 07/2023 → 09/2023
  Sagepoint Financial
  Foley, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Foley, MN

Other Businesses

NAVIGATOR FINANCIAL GROUP, INC POSITION: Office Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/11/2022 ADDRESS: 1109 115th Ave NE, Foley MN 56329, United States DESCRIPTION: Respond to emails, schedule appointments, make and answer phone calls. Attend appointments for notetaking. Process paperwork. Handle client account service needs. CALIBER FINANCIAL GROUP POSITION: Insurance Agent NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/03/2022 ADDRESS: 1109 115th Ave NE, Foley MN 56329, United States DESCRIPTION: Assist clients with life insurance and disability income insurance.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06