Michael Siegler
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.
About
Michael Siegler is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Caliber Financial Group, and RE/MAX Results. Outside of advising, he has experience assisting clients with life and disability insurance and has provided office support services related to client account management. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and investment options.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Flat fees may be charged for certain financial planning or consulting engagements, specific amounts not stated.
Advisory Representatives may receive commissions for securities or insurance products if clients purchase through them.
Hourly consulting or advisory rates are charged for financial planning and consulting services, specific amounts not stated.
Account minimum: $5,500
Location
Foley, MN
Most active in
Michael S has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
OSAIC
2023 - Present (3 years)
SagePoint Financial
2023 - 2023 (1 year)
Caliber Financial Group
2022 - Present (4 years)
Kinder Coffee Lab
2022 - 2022 (1 year)
RE/MAX Results
2021 - 2022 (1 year)
Calvary Community Church
2020 - 2021 (1 year)
Benton County Sheriff's Office
2013 - 2020 (7 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.
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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.
Jordan D
CFP®
Milaca, MN
Calibration Financial
Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.
Steven L
Series 66
St. Cloud, MN
Lfa
James S
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St. Cloud, MN
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Jessica G
Series 66
St. Cloud, MN
Midwest Financial Partners
Nellie G
Series 65
St. Cloud, MN
Midwest Financial Partners
Patrick S
Series 63
St. Cloud, MN
Lfa
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