Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donovan Puls is a financial advisor with over 27 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc., a firm that specializes in providing comprehensive financial planning and investment management services. Michael has a wide range of experience, having previously worked at Woodbury Financial Services, Inc. and Ameritas Investment Corp., where he served clients in the Lincoln, NE area.
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
NE
09/10/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
09/30/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
04/24/2002 - 02/06/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
09/18/1998 - 04/19/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NE
10/23/1995 - 09/25/1998
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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