Unclaimed
Michael Todd Sisson is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in Kansas and Texas. Michael has held previous positions at Securities America, Inc., Summit Brokerage Services, Inc., UBS Financial Services Inc. and Commerce Brokerage Services, Inc. Michael specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (VAN BUREN MO)
KS
04/22/2019 - 06/14/2024
SECURITIES AMERICA, INC. (OLATHE KS)
KS
07/06/2010 - 04/29/2019
SUMMIT BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
03/06/2008 - 07/12/2010
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
MO
04/10/2002 - 03/31/2008
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 11/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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