Michael Eugene Long

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

• 01/2009 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sebastopol, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sebastopol, CA

Previous Registrations

• 2009-01-02 → 2024-06-14
  Securities America Advisors, Inc.
  Sebastopol, CA
  Sebastopol, CA
• 2004-01-28 → 2009-01-14
  Eplanning Advisors Inc
  Roseville, CA
  Sebastopol, CA

Other Businesses

1. FORESTVILLE MINI STORAGE POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2015 ADDRESS: PO box 158, forestville CA 95436 DESCRIPTION: property mngt. 2. DGM LLC POSITION: Partner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2009 ADDRESS: 959 Sebastopol rd, Santa rosa CA 95407 DESCRIPTION: Rental property 3. MISSVICSPORTFIAHING POSITION: Captain NATURE: Fishing charter in bodega bay. I only run a few charters a month on the weekend. This is more of a hobby INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 817 Hurlbut, Sebastopol CA 95472 DESCRIPTION: Take customers fishing out of bodega bay ca

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-02
• S63 Uniform Securities Agent State Law Examination
  2000-01-27