Adviser and broker representative · Osaic Wealth, Inc.
Michael A. Nielsen
CRD 2935837 · Salt Lake City, UT
At a glance
Michael A. Nielsen is an investment adviser representative with Osaic Wealth, Inc. in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2016, about 10 years ago. Michael is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since September 2023Salt Lake City, UT · $235B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- J T. AndersonSalt Lake City · Certified Financial Planner
- Jason D. KnightSalt Lake City
- Brent G. KogaSalt Lake City
- Daniel A. NielsenSalt Lake City
- Brooke P. PazSalt Lake City
- Dusty C. RocheSalt Lake City
- Michael B. SayreSalt Lake City
- Mark J. AasenWest Des Moines
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