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 Momper is a financial professional with over 30 years of experience in the industry. Michael currently works with Osaic Wealth, Inc. Michael has a strong background in insurance and financial planning and has been recognized with the Chartered Financial Consultant designation. Michael is committed to providing personalized financial advice and strategies that help clients 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
OH
01/19/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
05/30/1996 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CINCINNATI OH)
IN
03/23/1994 - 04/23/1996
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
03/23/1994 - 04/23/1996
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 02/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/06/2014
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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