Michael Joseph Karam
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Aug 2021 to now
- Royal AllianceMay 2021 to now
- United Parcel ServiceDec 2020 to Jan 2021
- Michigan Financial CompaniesJun 2020 to Aug 2020
- United Parcel ServiceDec 2019 to Jan 2020
- Matick ToyotaJul 2019 to Aug 2019
- United Parcel ServiceDec 2018 to Jan 2019
- Matick ToyotaJun 2018 to Aug 2018
- United Parcel ServiceDec 2017 to Jan 2018
- Northwood UniversityAug 2017 to May 2021
- Matick ToyotaJun 2017 to Aug 2017
- UnemployedApr 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7268365
- Firm CRD
- 23131