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Michael Siegler

Advisor at OSAIC

Updated today

Location

Foley, MN

Credentials

Series 66

Industry experience

2 years

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

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

Foley, MN

Most active in

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

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

Business activities & affiliations

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.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
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Steven L

Series 66

St. Cloud, MN

Lfa

Steven Laraway is a financial advisor with Lfa, holding a Series 66 designation and over 25 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2000 and Laraway Insurance Services, Inc. since 2005. Outside of his advisory work, Laraway serves on several nonprofit boards, including the Boy Scout Central Minnesota Council and CentraCare Health System. Laraway Financial Advisors (LFA) is an SEC-registered firm managing approximately $309 million for about 473 clients through a team of seven advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified allocations across mutual funds, ETFs, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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James S

Series 63

St. Cloud, MN

Lfa

James Schmitz is a financial advisor with Lfa in St. Cloud, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Laraway Financial Advisors since 2012 and serves as vice president and COO. Outside of his advisory role, Schmitz is an independent insurance agent and a member of a real estate holding company. Laraway Financial Advisors is an SEC-registered firm managing approximately $309 million for around 473 clients through a seven-advisor team. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Jessica G

Series 66

St. Cloud, MN

Midwest Financial Partners

Jessica Gauerke is a financial advisor at Midwest Financial Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Jefferson Wells, Alps Fund Services, and Securities America. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm manages approximately $1.26 billion in assets across more than 1,100 client accounts and offers a Comprehensive Portfolio Management service that integrates financial planning with discretionary portfolio management using various investment vehicles.

Wealth management
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Nellie G

Series 65

St. Cloud, MN

Midwest Financial Partners

Nellie Gabrielson is a financial advisor at Midwest Financial Partners with one year of industry experience. She holds a Series 65 designation and has worked at Midwest Financial Partners since 2024. Outside of her advisory role, she coaches recreational gymnastics at Granite City Gymnastics in St. Joseph, MN. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm offers Comprehensive Portfolio Management that combines financial planning with discretionary portfolio management, utilizing a range of investment vehicles and institutional custody relationships.

Wealth management
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Patrick S

Series 63

St. Cloud, MN

Lfa

Patrick Solyntjes is a financial advisor with Lfa, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2006 and has also been associated with Cambridge Investment Research, Inc. since 2001. Outside of his advisory work, he serves as a volunteer firefighter with the Alexandria Fire Department. Lfa is an SEC-registered advisory firm managing approximately $309 million for around 473 clients through a seven-advisor team across three offices. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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