Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Head is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2025. He offers a range of financial planning and advisory services including portfolio management, pension consulting and education seminars. Michael has a strong background in providing services to individuals and businesses. He is also a registered insurance agent, offering insurance products and services in addition to his investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
01/24/2025 - Present
Osaic Wealth, Inc. (FORT MITCHELL KY)
OH
10/18/2006 - 01/10/2013
METLIFE SECURITIES INC. (CINCINNATI OH)
OH
10/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CINCINNATI OH)
WI
06/02/1999 - 11/21/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/02/1999 - 02/15/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
06/29/1998 - 05/17/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/25/1998 - 05/17/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
OH
09/13/1991 - 04/15/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 01/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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