Michelle L. Severson
Professional summary
Michelle Lynn Severson, who also goes by Michelle Lynn Buchwitz, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Hibbing, Minnesota.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Michelle has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lynn Severson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Michelle Lynn Severson's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 2, 2018 - Present
OSAIC WEALTH, INC.
Office #1: 522 E. Howard Street Suite 100, Hibbing, MN 55746November 2, 2018 - Present
OSAIC WEALTH, INC.
Office #1: 522 E. Howard Street Suite 100, Hibbing, MN 55746May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
January 31, 2014 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 8, 2000 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
November 17, 1998 - December 12, 2000
SUNAMERICA SECURITIES, INC.
April 18, 1990 - November 19, 1998
VOYA FINANCIAL ADVISORS, INC.
January 24, 1990 - April 24, 1990
OSAIC WEALTH, INC.
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/2/2018)
(3/18/2020)
(2/8/2021)
(11/2/2018)
(11/2/2018)
(8/7/2021)
(8/13/2025)
(10/22/2024)
(3/20/2019)
Exams
FINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
