Michael Murphy

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

• 03/2016 → 02/2018
  Ciox Health
  Phoenix, AZ
• 02/2018 → 05/2018
  Unemployed
  Phoenix, AZ
• 04/2018 → 07/2022
  Thrivent Investment Management Inc
  Glendale, AZ
• 05/2018 → 09/2018
  Thrivent Financial
  Appleton, WI
• 09/2018 → 07/2022
  Thrivent Financial
  Appleton, WI
• 07/2022 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Peoria, AZ

Previous Registrations

• 2022-07-08 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Peoria, AZ
  Scottsdale, AZ
• 2018-06-27 → 2022-07-12
  Thrivent Investment Management Inc.
  Scottsdale, AZ
  Thousand Oaks, CA
  Glendale, AZ

Other Businesses

1) IRONBRIDGE WEALTH COUNSEL LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/08/2022 ADDRESS: 21501 N 78th Ave, Suite 100, Peoria AZ 85382, United States DESCRIPTION: I assist prosperous professionals, entrepreneurs and executives achieve their Retirement, Investment, Risk Management and Estate Distribution goals through our comprehensive financial planning process. I am a Series 7/66 licensed advisor and a licensed insurance agent. 2) HOMELESS ENGAGEMENT LIFT PARTNERSHIP POSITION: Board Member NATURE: Charity helping homeless people and students in the Phoenix metro area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/10/2025 ADDRESS: 2727 W Sweetwater Ave, Phoenix AZ 85029, United States DESCRIPTION: Member of the board of directors. 3) FRESH START WOMEN'S FOUNDATION - MEN'S BOARD POSITION: Member of the Men's Board NATURE: It is a charity focused on helping women coming out of domestic violence, substance abuse, and homelessness find stability in their homes and their economic situations through education and training programs that lead to good paying employment opportunities. My role is one of 30 men who make up the Men's Board; this board is a fundraising board with no operational oversight. The major activity of the Men's Board is to host an annual golf outing to raise funds for the organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2025 ADDRESS: 1130 E. McDowell Road, Phoenix AZ 85006, United States DESCRIPTION: I help to raise funds to support the organization by asking for donations to the golf outing, the purchase of raffle tickets, and purchasing of foursomes to play in the event. We have one meeting per month that starts after 5PM. 4) PEORIA HIGH SCHOOL POSITION: Volunteer Guest Teacher NATURE: It is a high school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/24/2026 ADDRESS: 8375 W Cholla St, Peoria AZ 85345, United States DESCRIPTION: I'm guest teaching a class on financial education and financial math. 5) GLOBETREK WEALTH PLANNING LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 26311 N 54th Ave, Phoenix AZ 85083-1218, United States DESCRIPTION: It is a pass through entity for expense purposes. I set up the LLC to get access to a medical, dental, and vision insurance program via a PEO. I send money from my personal account to my LLC account which then gets withdrawn to pay the premium. I also have a credit card in the LLC name but it gets paid from my personal account.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-26

Other Names

• Michael Sean Murphy