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Michael L
Series 63, Series 65
Phoenix, AZ
OSAIC
Michael Loftus is a financial advisor with OSAIC based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Regal Investment Advisor, Regulus Advisors, and Woodbury Financial Services. Outside of his advisory work, Loftus serves on the Board of Directors for the Camelback Kiwanis Memorial Fund, a charity focused on educational scholarships. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform featuring model-based asset allocation, portfolio optimization, discretionary managed strategies, and access to third-party money managers through a complex network of affiliated broker-dealers, RIAs, and asset management entities.
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