Mikael Hallstrom is a registered investment advisor at Osaic Wealth, INC., based in Oakton, VA, with 18 years of industry experience. Mikael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10461 White Granite Dr Ste 300, Oakton, VA, 22124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mikael is an insurance producer selling life, health, and annuity products through Congressional Federal Credit Union/Congressional Financial Network since 2015. This activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Usadvisors Wealth Management, LLC
Previous Registrations
Securities America, INC.Broker
Investors Financial Group
LPL Financial LLCBroker
Securities America, INC.Broker
Larson Financial Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations20 states
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