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Michael Allen Frontino

Osaic Wealth, Inc.

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About Michael Allen Frontino

Michael Frontino is an Investment Advisor Representative at Osaic Wealth, Inc. Michael has been working in the financial industry since 1988. Michael has experience with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is licensed to sell Life and Health Insurance and is a licensed Investment Advisor Representative in West Virginia, Alabama, District of Columbia, Florida, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

Firm Information

Michael Frontino is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Frontino’s Registration & Firm History

WV

01/19/2024 - Present

Osaic Wealth, Inc. (SOUTH CHARLESTON WV)

WV

03/06/2007 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (SOUTH CHARLESTON WV)

WV

07/06/2005 - 03/06/2007

CHASE INVESTMENT SERVICES CORP. (ST. ALBANS WV)

IL

07/31/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NE

08/20/1999 - 08/02/2002

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

WI

10/18/1993 - 06/27/1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

MA

09/06/1983 - 08/24/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

09/06/1983 - 09/19/1989

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Allen Frontino. Review regulatory record here.
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