Best Investors
Account
Sign in
Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
Grosse Pointe Farms, MI • United States
18720 Mack Avenue Suite 270, Grosse Pointe Farms, MI 48236 • United States
2000 Town Center Suite 1625, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Southfield | MI | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Grosse Pointe Farms | MI | 01/2025 | Present |
1) MICHAEL LOGRASSO CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE:AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, TRADITIONAL LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE. START DATE: 06/01/1998 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 1 2) MICHAEL J. LOGRASSO AND ASSOCIATES, LLC. 28 ELM CT. GROSSE POINTE FARMS, MI. 48236 CATEGORY: LEGAL ENTITY/LLC INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: OVERSITE OF LLC START DATE:08/21/01 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 3) MICHAEL J. LOGRASSO AND ASSOCIATES, LLC. 28 ELM ST. GROSSE POINTE FARMS, MI 48236 CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH FIXED INSURANCE PRODUCTS WILL BE OFFERED AND SERVICED, SUCH AS FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 8/21/2001 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) MICHAEL LOGRASSO 2000 TOWN CENTER, 16TH FLOOR, SOUTHFIELD, MI 48075 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER FIXED LIFE SETTLEMENTS. START DATE: 10/30/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5. MICHAEL LOGRASSO POSITION: Agent NATURE: To offer clients liquidity for unwanted insurance policies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2023 ADDRESS: 2000 Town Center, 16th Floor, Southfield MI 48075, United States DESCRIPTION: Engage in Senior Settlement Services when needed by clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-29 |
Reach out to this advisor