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Michael John Mcnarney

Osaic Wealth, Inc.

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About Michael John Mcnarney

Michael John Mcnarney is a financial advisor registered with Osaic Wealth, Inc., a firm that manages over $94 Billion in assets. Michael has been working in the financial industry since 1998 and has a wealth of experience in providing financial planning and portfolio management services to individuals and businesses. He is currently registered to provide investment advice in California, Florida, Indiana, and Michigan. Michael has a strong commitment to providing his clients with personalized advice and tailored solutions to meet their individual needs.

Firm Information

Michael Mcnarney is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

3900 EDISON LAKES PKWY

MISHAWAKA, IN 46545

$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 Mcnarney’s Registration & Firm History

IN

11/02/2018 - Present

Osaic Wealth, Inc. (MISHAWAKA IN)

IN

09/01/2015 - 11/02/2018

SIGNATOR INVESTORS, INC. (MISHAWAKA IN)

IN

06/30/2006 - 09/29/2015

AMERITAS INVESTMENT CORP. (MISHAWAKA IN)

IN

12/16/1998 - 06/30/2006

CARILLON INVESTMENTS, INC. (MISCHAWAKA IN)

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Licenses & Designations

BOTH

Issued 6/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/7/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Mcnarney.
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