Kristian Dean Michael

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

• 03/2014 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 06/2014 → 03/2026
  Bank Of America, N.A.
  Chandler, AZ
• 08/2026 → Present
  Osaic Wealth Inc
  Scottsdale, AZ
• 03/2026 → 08/2026
  N/A
  Tempe, AZ

Previous Registrations

• 2014-07-09 → 2026-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Chandler, AZ
  Chandler, AZ
  New York, NY
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-07-08