Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Thode is a financial advisor with over 20 years of experience in the industry. Michael is registered with Osaic Wealth, Inc. and is currently licensed in Arizona, California, Idaho, Kentucky, Nevada, Oregon, Washington and Wisconsin. Michael has a strong background in securities and financial planning, having passed the Series 6, Series 63 and SIE exams. Michael's experience at Osaic Wealth, Inc. follows previous roles at Securities America, Inc., KMS Financial Services, Inc., and LINSCO/Private Ledger Corp..
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.
1
2
ID
06/14/2024 - Present
Osaic Wealth, Inc. (POST FALLS ID)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (POST FALLS ID)
ID
11/03/2003 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Hayden ID)
NE
08/02/2002 - 10/31/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
02/26/1999 - 08/09/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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