Michael Lawrence Kimsey

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Walnut Creek, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Half Moon Bay, CA

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Half Moon Bay, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

1) NAME AND ADDRESS: MICHAEL KIMSEY, 173 CORREAS STREET, HALF MOON BAY, CA 94019. CATEGORY: FIDUCIARY FOR FAMILY MEMBER. INVESTMENT-RELATED: NO. TITLE: TRUSTEE. DUTIES: CO-TRUSTEE OF MOTHER'S REVOCABLE TRUST. START DATE: 08/12/2009. HOURS PER MONTH: 1. HOURS PER MONTH DURING TRADING HOURS:1 2)NAME AND ADDRESS: MICHAEL KIMSEY, 173 CORREAS STREET, HALF MOON BAY, CA 94019. CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; FIXED AND EQUITY-INDEXED ANNUITIES; LIFE SETTLEMENTS; PREMIUM FINANCING;START DATE: 01/01/2002. HOURS PER MONTH: 20. HOURS PER MONTH DURING TRADING HOURS: 20. 3)NAME AND ADDRESS: MICHAEL KIMSEY, KEKAHA, HI CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAIN AND REPAIR PROPERTY START DATE: 10/2014 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS:40

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant