Michelle
Spindler
Osaic Wealth, Inc
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About this Advisor
Michelle Spindler is a financial advisor based in Spokane, Washington, working with Osaic Wealth, Inc. Michelle has previously held positions at Wells Fargo Clearing Services, LLC, Faneuil, Bank Of America Merchant Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Centaurus Financial Inc, Osaic Wealth, and Star Financial. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Michelle is part of Osaic Wealth, Inc, which operates out of Spokane, Washington. 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
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Michelle Spindler Work History
Osaic Wealth
Centaurus Financial Inc
Star Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Faneuil
Bank Of America Merchant Services
Disclosures
Please visit the SEC profile of Michelle Spindler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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