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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • MI RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Southfield MI 06/1998 01/2025
Osaic Wealth, Inc. Grosse Pointe Farms MI 01/2025 Present
  • 06/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    Southfield, MI
  • 01/2025 → Present
    Grosse Pointe Farms, MI
Previous Registrations
  • 2002-03-13 → 2025-01-24
    Osaic Fa, Inc.
    Southfield, MI
    Southfield, MI
    Grosse Pointe Farms, MI
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-08-29
  • S63 Uniform Securities Agent State Law Examination
    1983-08-29
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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