Michael L Suellentrop

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

• 07/2013 → 12/2018
  Frontier Wealth Management Llc
  Kansas City, MO
• 12/2021 → 06/2022
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2021 → 12/2021
  Sabbatical
  Wichita, KS
• 01/2019 → 02/2020
  Floor Coverings International
  Wichita, KS
• 03/2020 → 04/2020
  Job Searching
  Wichita, KS
• 05/2020 → 04/2021
  American Digital Security
  Liberty, MO
• 07/2022 → 12/2022
  Fisher Investments
  Plano, TX
• 12/2022 → 02/2023
  Cetera Advisor Networks
  El Segundo, CA
• 02/2023 → 04/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 04/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → 03/2025
  Plan & Prosper
  Addison, TX
• 05/2024 → 03/2025
  Plan & Prosper Wealth Strategies
  Addison, TX
• 03/2025 → Present
  Osaic Wealth
  Dallas, TX

Previous Registrations

• 2023-06-29 → 2025-04-15
  Cetera Investment Advisers Llc
  Addison, TX
  Dallas, TX
  The Colony, TX
• 2023-03-21 → 2023-06-29
  Cetera Wealth Services, Llc
  Addison, TX
  Dallas, TX
  Dallas, TX
  The Colony, TX
• 2022-07-13 → 2022-12-07
  Fisher Investments
  Plano, TX
  Plano, TX
• 2021-12-23 → 2022-06-03
  Exencial Wealth Advisors
  Oklahoma City, OK
• 2013-08-09 → 2019-01-31
  Fwm Legacy, Llc
  Wichita, KS
  Leawood, KS
• 2012-05-01 → 2013-06-10
  V Wealth Advisors Llc
  Wichita, KS
  Overland Park, KS
• 2010-01-20 → 2012-05-03
  Equitable Advisors, Llc
  Wichita, KS
  Wichita, KS
  Overland Park, KS
  Wichita, KS
  Wichita, KS
• 2003-08-06 → 2010-01-29
  Lpl Financial Llc
  Wichita, KS
  Colwich, KS
  Wichita, KS

Other Businesses

1. LEGACY ONE WEALTH STRATEGIES, LLC POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2025 ADDRESS: 1508 Shoreline Drive, Kemp TX 75143, United States DESCRIPTION: Insurance sales and service for various carriers. Partnering with P&C organization to provide financial services and insurance needs to clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-17
• S65 Uniform Investment Adviser Law Examination
  2021-12-08

Other Names

• Mike Suellentrop
• Michael Lawrence Suellentrop