Mikal Ludolph
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Monat Wealth ManagementDec 2020 to now
- Woodbury Financial Services IncApr 2021 to Jan 2024
- Monat Wealth MananegementMay 2019 to Aug 2019
- City of WaterlooDec 2018 to Jan 2020
- Campus Recreation & Wellness CenterSep 2017 to Dec 2020
- Leisure ServicesMay 2017 to Aug 2018
- University ClubMar 2017 to May 2017
- Full-time EducationAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7120176
- Firm CRD
- 23131