Unclaimed
Michael Popp is a registered investment advisor representative at Osaic Wealth, Inc. located in Overland Park, KS. Michael has been in the financial industry since March 20, 1988. In addition to Michael's work at Osaic Wealth, Inc., Michael is also a real estate owner and manages rental properties in Leawood, KS. Michael is also a licensed insurance agent who sells accident & health insurance, disability insurance, fixed & indexed annuities. Michael is registered with the state of Kansas and holds the following securities registrations: Series 6, Series 7, and SIE. Michael is registered with the state of Texas as a resident investment advisor.
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
KS
01/24/2025 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
IN
07/25/1991 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
05/01/1991 - 07/12/1991
ALLIANCE ASSET GROUP,INC. (ENGLEWOOD CLIFFS NJ)
NY
05/03/1990 - 04/12/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 04/12/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
02/04/1989 - 04/25/1990
UR FINANCIAL, INC.
NA
07/02/1987 - 06/15/1988
FIRST INVESTORS CORPORATION
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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