Michael
Christofanelli

Osaic Wealth, Inc

CRD#6121451
Investment Advisor
in Springfield, IL

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About this Advisor

Michael Christofanelli is a financial advisor based in Springfield, Illinois, working with Osaic Wealth, Inc. Michael has previously held positions at Sii, Rainstorm Carwash, Joey B's On The Landing, Aflac, Southern Illinois University - Edwardsville, Jackson National Life Distributors, LLC, and Royal Alliance Associates, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Michael is part of Osaic Wealth, Inc, which operates out of Springfield, Illinois. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1224 Centre West Dr Suite 200 C
Springfield, IL 62704

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

IL Average: $1,555,372,352
Total Number of Employees

6,838

IL Average: 37
Total Number of Accounts

437,201

IL Average: 1,370
Average Account Size

$216,280

IL Average: $1,135,308

Investment Advisory Services

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

Michael Christofanelli Work History

2020 - Present (4 years)

Royal Alliance Associates, Inc

2018 - 2019 (1 year)

Jackson National Life Distributors, LLC

2016 - 2018 (2 years)

Sii

2016 - 2016 (< 1 year)

Rainstorm Carwash

2015 - 2016 (1 year)

Joey B'S On The Landing

2015 - 2015 (< 1 year)

Aflac

2011 - 2015 (4 years)

Southern Illinois University - Edwardsville

Disclosures

Please visit the SEC profile of Michael Christofanelli 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 Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

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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