Michael
Mullen

Osaic Institutions, Inc

CRD#4015097
Investment Advisor
in Grand Junction, CO

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About this Advisor

Michael Mullen is a financial advisor based in Grand Junction, Colorado, working with Osaic Institutions, Inc. Michael has previously held positions at Cuso Financial Services, Lp, Bellco Credit Union, and Osaic Institutions, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Michael is part of Osaic Institutions, Inc, which operates out of Grand Junction, Colorado. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2478 Highway 6 and 50, Unit A
Grand Junction, CO 81505

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

CO Average: $5,297,377,271
Total Number of Employees

722

CO Average: 35
Total Number of Accounts

8,478

CO Average: 690
Average Account Size

$427,771

CO Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Mullen Work History

2023 - Present (1 year)

Osic Institutions, Inc

2011 - Present (13 years)

Bellco Credit Union

2011 - 2023 (12 years)

Cuso Financial Services, Lp

Disclosures

Please visit the SEC profile of Michael Mullen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

John Chipelo
Meriden, CT
Bret Kinzler
Fargo, ND
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Ling Mao
New York, NY
Peter Aiello
Canton, MA
James Mckenna
Dover, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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