Michael David Mines
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Osaic Wealth, Inc.Dec 2024 to now
- OsaicDec 2024 to now
- Penn Mutual Life Insurance CompanyAug 2021 to now
- Hornor, Townsend & Kent, LLCAug 2021 to Nov 2024
- Equitable Advisors, LLCJan 2020 to Aug 2021
- AXA Advisors, LLCMar 2019 to Dec 2019
- UnemployedMay 2018 to Feb 2019
- Luther Appliance & Furniture SalesJan 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7059446
- Firm CRD
- 23131