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Credentials
Series 66
Experience Industry experience
26 years
Location
Boulevard, CA
OSAIC
Institution
Michael Kortz is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Lincoln Financial Securities, and Independent Advisers Group Corp. In addition to his advisory role, he owns Backcountry Insurance Services, where he operates as an independent insurance agent for various types of insurance including life, health, and property and casualty. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Boulevard, CA
Boulevard CA
Advisors at this office
1
California
26 years of industry experience
OSAIC
2024 - Present • 2 years
Boulevard, CA
OSAIC
2024 - Present • 2 years
Boulevard, CA
Securities America Advisors
2021 - 2024 • 3 years
Boulevard, CA
SECURITIES AMERICA, inc.
2021 - 2024 • 3 years
Boulevard, CA
Lincoln Financial Securities
2008 - 2021 • 13 years
Boulevard, CA
Independent Advisers Group Corp
2008 - 2016 • 8 years
CA
Osaic FS, Inc.
2004 - 2021 • 17 years
CA
Securian Financial Services, Inc.
2003 - 2004 • 1 year
Newport Beach, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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