Robin Lynn Carmichael

Financial advisor at Osaic Wealth, Inc. · Rochester, MN

Last updated 2026-10-10

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Robin Lynn Carmichael is a financial advisor at Osaic Wealth, Inc. in Rochester, MN, CRD 3089697. Licenses and exams on the registration: Series 63. First registered 2011-03-08.

Registration

CRD number
3089697
Registration status
Active
First registered
2011-03-08
Years of experience
15
States registered
FL

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 2016-05 to 2018-05 · Cambridge Investment Research, Inc. · Fairfield, IA
  • 2016-05 to 2018-05 · Cambridge Investment Research Advisors, Inc. · Fairfield, IA
  • 2018-05 to 2018-11 · Signator Investors Inc · Rochester, MN
  • 2018-11 to Present · Osaic Wealth, Inc. · Rochester, MN

Current employment

SEC IAPD record for Robin Lynn Carmichael

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

2770 Commerce Drive NW, Rochester, MN 55901

20 advisors at this office.

Osaic Wealth office in Rochester, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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