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Michael Marvin Muske

Advisor at OSAIC — Hayward, WI

Updated today

Credentials

CFP®, Series 63

Experience

39 years

Location

Hayward, WI

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Michael Muske is a CFP® with 39 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc from 2013 to 2024 and has been involved with First Capital Management since 1989. Outside of his advisory role, he is a partner in a sports training facility and co-owner of the office building used for his practice. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

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.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

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.

Other

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.

Location

See office

Hayward, WI

Hayward WI

Advisors at this office

1

Most active in

Florida · Minnesota · Wisconsin

Work history

39 years of industry experience

OSAIC

2024 - Present • 2 years

Inver Grove Heights, MN

Securities America Advisors

2013 - 2024 • 11 years

Inver Grove Heights, MN

Securities America Inc

2013 - 2024 • 11 years

Inver Grove Heights, MN

First Capital Management

1989 - Present • 37 years

Woodbury, MN

Disclosures

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

Business activities & affiliations

user avatar

Isaac F

Series 65

Hayward, WI

Franson Financial LLC

Isaac Franson is a financial advisor at Franson Financial LLC in Hayward, WI, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked at Cernick Construction and has been involved in part-time education and self-employment since 2016. Franson Financial provides investment management, retirement plan advisory, and financial planning services primarily to non-high-net-worth individuals, businesses, charitable organizations, trusts, and estates. The firm employs a range of actively managed strategies, including option-enhanced dividend approaches and global macro portfolios, offering both discretionary portfolio management and non-discretionary advice for retirement accounts.

General retirement planning Income planning Tax strategies for small businesses Wealth management Founder/Business Owner Executive
user avatar

Caleb F

Series 65

Hayward, WI

Franson Financial LLC

Caleb Franson is a Series 65-licensed advisor with eight years of industry experience. He is the principal of Franson Financial LLC, where he has worked since 2022. His prior roles include positions at Ravenwood Capital Management, LLC and FARB Guidance Systems, Inc., as well as involvement with the Diocese of Superior and St Joseph Catholic Church. Franson Financial provides investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and estates. The firm uses a combination of fundamental, cyclical, and technical analysis to manage discretionary portfolios and offers both actively managed and buy-and-hold ETF-based strategies.

General retirement planning Income planning Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Lynn O

Series 63, Series 66

Stone Lake, WI

Ameritas Advisory Services, LLC

Lynn Olson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes prior roles at firms such as Bernicke Wealth Management, Ltd., Triad Advisors, Inc., and LPL Financial, LLC. Olson is also involved with Verso Financial and FRESCO Financial Advisers, LLC in client service and trading support capacities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management for variable products, utilizing multiple custodial platforms and third-party tools to support portfolio construction and oversight.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jesse B

Series 63

Hayward, WI

Ameriprise

Jesse Beckermann is a financial advisor with Ameriprise in Hayward, Wisconsin, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Beckermann serves as treasurer for Hayward Wesleyan Church and is vice president of the Greater Hayward House of Hope. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nathan W

Series 66

Hayward, WI

Edward Jones

Nathan Wanner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent 13 years working at Slumberland Furniture Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas D

CFP®, Series 66

Hayward, WI

Edward Jones

Thomas Danczyk is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for two years at Quality Insulation. Outside of his advisory role, he is the head baseball coach for Hayward Community Schools in Hayward, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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