Wells Fargo Advisors
43yrs
Top advisor by experience in Melbourne
16yrs
Michael Osborn
Financial advisor at Wells Fargo Advisors
Michael Osborn is a fiduciary financial advisor in Melbourne, Florida, with 16 years in the industry. After seven years at J.P. Morgan Securities and a year at Merrill, Michael joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 290 advisors with offices in Melbourne, and one of 268 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 52% of advisors in Florida
Office1970 W New Haven Ave, Melbourne, FL 32904
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2020J.P. Morgan Securities LLCPreviously
- Aug 2011 – Dec 2012MerrillPreviously
- Jan 2011 – Sep 2011Morgan StanleyPreviously
Contact Michael
1970 W New Haven AveMelbourne, FL 32904Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Michael Osborn. Michael works from the Melbourne, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2011, about 16 years. More experience than 52% of advisors in Florida.
What licenses does Michael hold?
Series 66. 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
Rossby Financial
43yrs
Top advisor by experience at Rossby Financial
Kestra Private Wealth Services
43yrs
Top 1% by experience in Melbourne
Rockefeller Capital Management
42yrs
Top 1% by experience in Melbourne
Investment Management Services Group
42yrs
Top 2% by experience in Melbourne
UBS Financial Services
42yrs
Top 2% by experience in Melbourne