Michael Wehner (CRD# 5913478) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bellevue, WA and has over 12 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Bellevue, WA | Jan 2024 - Current | < 1 |
| Tru Financial LLC | Bellvue, WA | Jul 2015 - Current | 8 |
| Woodbury Financial Services Inc. | Bellevue, WA | Aug 2019 - Jan 2024 | 4 |
| Princor Financial Services Corp | Seattle, WA | May 2012 - Aug 2019 | 7 |
| Principal Life Ins Co | Seattle, WA | May 2012 - Aug 2019 | 7 |
| Lpl Financial, LLC | Bellevue, WA | Feb 2015 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- WA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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