Mitchell Carlisle Walsh

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

• 08/2017 → 01/2022
  Accenture
  Milwaukee, WI
• 09/2015 → 05/2017
  University Of Michigan Instructional Support Services
  Ann Arbor, MI
• 09/2013 → 05/2017
  Full Time Student - University Of Michigan
  Ann Arbor, MI
• 01/2022 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Other Businesses

1) MICHIGAN FINANCIAL COMPANIES ROCHESTER WEALTH MANAGEMENT POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/03/2021 ADDRESS: 28411 Northwestern Hwy.,, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2) MICHIGAN FINANCIAL COMPANIES ROCHESTER WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/03/2021 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3) WALSH WEALTH SOLUTIONS LLC LLC POSITION: Sole Employee NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 387 George St, Birmingham MI 48009, United States DESCRIPTION: I do not market under this name - it is opened for tax purposes only.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-26

Other Names

• Mitchell C Walsh
• Mitchell Walsh
• Mitch Walsh