Michelle Dawn Skinner
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Michelle Dawn Skinner? Claim your profile
Contact this firm
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.Feb 2024 to now
- Resource Financial PlanningFeb 2024 to now
- Victory Financial PlanningFeb 2023 to Jan 2024
- Tru IndependenceMar 2022 to Mar 2023
- Xy Planning NetworkFeb 2021 to Feb 2022
- Edelman Financial EnginesFeb 2017 to Feb 2021
- Farm Credit WestMar 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7763723
- Firm CRD
- 23131