Dan Michaelian
Advisor at OSAIC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chester, CA
Credentials
Series 63, Series 65
Industry experience
23 years
About
Dan Michaelian is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he was with Foresters Advisory Services LLC and Foresters Financial from 2002 to 2018. He is also named as a successor trustee for the Spanier Family Irrevocable Trust. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charities. The firm offers a range of advisory programs and employs an investment process that integrates risk-tolerance assessments with portfolio optimization tools.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.
$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.
Location
Chester, CA
Most active in
Dan M has reported serving >5 clients in these states in the last 12 months.
California · Michigan · Montana · Nevada · North Carolina · Oregon · Texas · Washington
Work history
OSAIC
2018 - Present (8 years)
Foresters ADVISORY SERVICES LLC
2013 - 2018 (5 years)
Foresters financial
2002 - 2018 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
David N
Series 63
Chester, CA
Powering Your Retirement
David Nissim is a financial advisor with Powering Your Retirement in Chester, CA. He holds a Series 63 designation and has 45 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Securities, as well as co-founding Nissim & Gavidia Wealth Management & Financial Planning, LLC. Powering Your Retirement provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, focusing on tailored investment strategies based on clients’ goals, risk tolerance, and time horizon. The firm employs various analytical methods and trading strategies, and also offers tax preparation services and insurance product recommendations.
Grant H
Series 66
Lake Almanor, CA
LPL Financial
Grant Holliday is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is involved in fixed insurance activities through Holliday Investment Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product offerings.
Jamie S
ChFC®, Series 66
Chester, CA
Edward Jones
Jim S
Series 63, Series 65
Lake Almanor, CA
Morgan Stanley
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