Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Krein is a financial advisor with Osaic Wealth, Inc. Michael has been in the industry since January 18, 1996, and holds a Series 63, Series 6, Series 7, Series 22, and SIE. Michael is registered in multiple states including Minnesota, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Iowa, Kansas, Michigan, Missouri, Montana, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oregon, South Carolina, Wisconsin, and Wyoming. Michael has experience working with various client types including individuals, high-net-worth individuals, corporations, and pension plans. Michael specializes in financial planning, portfolio management, and pension consulting.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (PLYMOUTH MN)
MN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PLYMOUTH MN)
MN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LONG LAKE MN)
TX
01/19/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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