Michael Jeffrey Peters
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Dec 2025 to now
- LPL Financial LLCJul 2021 to Dec 2025
- Long Branch Fly FishingApr 2020 to Jul 2021
- Bni Business Network International (long Beach)Jan 2018 to Oct 2020
- Department of Fish & WildlifeJul 2016 to Jul 2021
- Long Branch EnterprisesJul 2016 to Jul 2021
- Professionals In Human Resource Association (pihra)May 2016 to Jul 2021
- M.J. Peters & AssociatesMay 2015 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJun 2013 to Jul 2021
- Waddell & Reed, IncJun 2013 to Jul 2021
- United Cambodian CommunityApr 2013 to Oct 2020
- California Pistol and Rifle AssociationNov 2012 to Jul 2021
- Power 4 YouthNov 2012 to Oct 2020
- Rocky Mountain Elk FoundationApr 2012 to Jul 2021
- Cerritos Rod and Gun ClubMar 2011 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4183207
- Firm CRD
- 23131