ChooseAFinancialAdvisor.com
Advisors / Minnesota / Bloomington
30yrs

Michael Becker

Financial advisor at Osaic Wealth

Michael Becker is a fiduciary financial advisor in Bloomington, Minnesota, with 30 years in the industry. Michael joined Osaic Wealth in 2024, after three years at Securities America Advisors and eight years at Mutual of Omaha Investor Services. Michael holds the ChFC designation.

One of 568 advisors with offices in Bloomington, and one of 486 fiduciaries.

Bloomington, MN 55420ChFCTop 15% by experience in MinnesotaFiduciary advisor
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At a glance

Experience30 years (since 1996)
How that compares ?Top 15% by experience in Minnesota
Office9301 Bryant Ave South Suite 101, Bloomington, MN 55420
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2021 – 2024
    Securities America Advisors, Inc.Previously
  3. 2013 – 2021

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Osaic Wealth at (800) 821-5100 and ask for Michael Becker. Michael works from the Bloomington, MN office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1996, about 30 years. Top 15% by experience in Minnesota.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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