Michael James Wegge

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 05/2019
  Tiaa
  Los Angeles, CA
• 09/2014 → 05/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Los Angeles, CA
• 07/2019 → 09/2023
  Sagepoint Financial, Inc.
  Los Angeles, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Los Angeles, CA

Previous Registrations

• 2019-07-02 → 2023-09-01
  Osaic Services, Inc.
  Calabasas, CA
  Los Angeles, CA
• 2014-11-10 → 2019-05-31
  Tiaa-Cref Individual & Institutional Services, Llc
  Sherman Oaks, CA
• 2012-02-14 → 2014-10-27
  Mml Investors Services, Llc
  Los Angeles, CA
  Los Angeles, CA
• 2007-04-12 → 2012-01-20
  Northwestern Mutual Investment Services, Llc
  Fairfax, VA
  Los Angeles, CA

Other Businesses

1.Los Angeles Church Of Christ POSITION: Board Member NATURE: Corporation, 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 26050 Mureau Road Suite 102 Calabasas, CA 91302 DESCRIPTION: Provide advice for the larger church. 2.Family Rescue Center POSITION: treasurer NATURE: non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 2/02/2025 ADDRESS: 22103 Vanowen Street Canoga Park,CA 91303, United States DESCRIPTION: Review the budget and bills. Make recommendations for the board.. 3. MICHAEL WEGGE INSURANCE POSITION: Agent NATURE: Renewals of Life, Disability and Long Term care Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2002 ADDRESS: 5137 Newcastle Ave, Encino CA 91316, United States DESCRIPTION: I service existing insurance renewals. 4. TURNING POINT LOS ANGELES POSITION: Chairman NATURE: Regional Advisory Financial Committee. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 827 N Hollywood Wy, #421, Burbank CA 91505, United States DESCRIPTION: My role is to watch over the budget of a Christian Church located in the San Fernando Valley. The organization does not currently involve the ownership of any real estate; therefore, it is simply about the prudent use of funds donated by the members, supporting the staff and creating healthy programs for spiritual well-being. 5. INDEPENDENT CAPITAL MANAGEMENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2019 ADDRESS: 6100 Wilshire Blvd, #1560, Los Angeles CA 90048, United States DESCRIPTION: I provide my clients, who are often Sagepoint Financial clients various forms of protection in the form of Long Term Care, Disability and Life Insurance. Principal, Pac Life, Transamerica,AIG etc. 6. BGA: Position Agent Nature; Insurance Agency Investment Related Yes Number of Hours: 20 Security Trading Hours: 20 Start Date: 7/1/2019 Address: 5776 Lindero Canyon Road, #D449, Westlake Village, California 91362 Description: I provide insurance coverage through BGA Brokerage Representatives. 7. IN HOME SUPPORT SERVICES POSITION: Provider NATURE: Government entity INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 2707 S Grand Ave, Los Angeles CA 90007, United States DESCRIPTION: I provide transportation, cleaning, maintenance, translation and other services for my wife's parents who do not speak English and do not drive through the state of CA. 8. INDEPENDENT CAPITAL MANAGEMENT POSITION: Agent NATURE: Sole Proprietership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2019 ADDRESS: 1925 Century Park E, #1700, Los Angeles CA 90067, United States DESCRIPTION: I provide my clients, who are often Osaic Wealth clients various forms of protection in the form of Long Term Care, Disability and Life Insurance. Principal, Pac Life, Transamerica, AIG etc.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-03
• S63 Uniform Securities Agent State Law Examination
  2001-10-12