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Michael Domler

Advisor at OSAIC

Updated today

Location

Le Sueur, MN 56058

Credentials

ChFC®, Series 63

Industry experience

33 years

About

Michael Domler is a ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Osaic since 2024 and previously spent 23 years at Woodbury Financial Services. Domler is the owner of Creative Financial Group LLC, which services client accounts involving securities and insurance. He is also a notary public. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools and offers a wide range of investment programs and custodial platform access.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

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.

Percentage

$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

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

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

101 Bridge St Ste A

Le Sueur, MN 56058

Most active in

Minnesota · Texas

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services

2001 - 2024 (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Belle Plaine, MN

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St. Peter, MN

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Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Paige A

Series 66

St. Peter, MN

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Annuities College savings (529s, UTMA, etc.) Business succession planning Wealth management Retirement income strategy Founder/Business Owner Retired
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Thomas A

CFP®, Series 66

St. Peter, MN

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Series 63

Saint Peter, MN

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Retired Founder/Business Owner
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