Albuquerque, NM Office

David Michalk is a financial advisor with OSAIC Advisory Services, LLC based in Albuquerque, NM. He holds the ChFC® designation and has 22 years of industry experience. His work history includes roles at Triad Hybrid Solutions and Waterway Wealth Management, L.L.C. He also serves as president of the Alta Vista Town Home Owner Association and holds director and vice president positions with nonprofit organizations Folds of Honor-New Mexico Chapter and New Mexico Lutheran Association. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting through multiple program models, utilizing proprietary and third-party platforms.

Michael Parrott is a CFP® credentialed financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, Thornburg Securities Corp, and Fidelity. He serves as a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. OSAIC Advisory Services, LLC is an SEC-registered firm that provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms.