Michael Payne
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Wealth, Inc.Jun 2026 to now
- (dba) Solutions Group Wealth Management LLCApr 2018 to now
- Cetera Investment Advisers LLCJan 2025 to Jun 2026
- Cetera Wealth Services, LLCJan 2025 to Jun 2026
- Concourse Financial Group Securities IncApr 2018 to Feb 2025
- Barr FinancialNov 2005 to Apr 2018
- Triad Advisors IncNov 2005 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289904
- Firm CRD
- 23131