Unclaimed
Mitchael Clifford Oslund is a financial advisor with over 30 years of experience in the industry. Mitchael is currently registered with Osaic Wealth, Inc. in Eau Claire, Wisconsin. Mitchael has previously held positions at Woodbury Financial Services, Inc., Fintegra, LLC, Financial Network Investment Corporation, Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Mitchael holds the Series 7, Series 63, and Series 65 licenses and is a registered representative and investment advisor representative in multiple states. Mitchael specializes in financial planning, portfolio management for individuals and businesses, 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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (EAU CLAIRE WI)
WI
12/07/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
02/16/2005 - 11/09/2006
FINTEGRA, LLC (ONALASKA WI)
CA
09/24/2001 - 02/17/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
12/13/2000 - 10/05/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 10/05/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/01/1993 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
04/24/1990 - 03/01/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 03/01/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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