Michelle Marie Huffman
Investment adviser representative at Osaic Institutions, Inc.
13 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 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
13 years in the industry.
- Ledyard BankJan 2026 to now
- Osaic Institutions, Inc.Jan 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2020 to Dec 2025
- Benoit Financial PlannersAug 2019 to Dec 2025
- Cambridge Investment Research, Inc.Nov 2017 to Dec 2025
- Lincoln Financial SecuritiesApr 2013 to Nov 2017
- Neebco Retirement and Wealth PlannersMar 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, VT).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4164312
- Firm CRD
- 35371