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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilkerson is a financial advisor with Osaic Advisory Services, LLC. Michael has been in the financial services industry since 1998 and has experience in providing financial planning, portfolio management, and insurance services. Michael has a strong background in investment management and has worked with a number of firms over the years including Commonwealth Financial Network, LPL Financial LLC, and Securities America, Inc. Michael has been a member of the Kentucky League of Cities Investment Pool since 2024 and has also served as Mayor of Frankfort, Kentucky. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
KY
03/24/2023 - 06/14/2024
SECURITIES AMERICA, INC. (FRANKFORT KY)
KY
09/06/2018 - 03/30/2023
LPL FINANCIAL LLC (FRANKFORT KY)
KY
03/06/2012 - 09/10/2018
COMMONWEALTH FINANCIAL NETWORK (FRANKFORT KY)
KY
12/04/2006 - 03/26/2012
LPL FINANCIAL LLC (FRANKFORT KY)
KY
06/13/2005 - 12/13/2006
NEW ENGLAND SECURITIES (LOUISVILLE KY)
NY
02/09/2004 - 06/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
MA
10/28/2002 - 01/20/2004
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
09/13/2002 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MN
11/05/1998 - 08/21/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1998 - 08/21/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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