Tara Christel Trautsch

Current Employers

Employment History

• 08/2008 → Present
  Osaic Wealth, Inc.
  Pacific Grove, CA
• 10/2012 → 04/2017
  Whjr Associates
  Campbell, CA
• 04/2017 → Present
  Nwf Advisory Group
  Pacific Grove, CA
• 08/2008 → Present
  C & T Financial Services Group, Inc.
  Pacific Grove, CA
• 04/2017 → Present
  Nwf Advisory Services
  Los Angeles, CA

Previous Registrations

• 2012-10-16 → 2017-04-18
  Whjr Associates
  Pacific Grove, CA
• 2007-06-04 → 2008-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monterey, CA

Other Businesses

1) C&T FINANCIAL SERVICES GROUP INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/04/2008 ADDRESS: 252 Pine Ave., Ste C, Pacific Grove CA 93950, United States DESCRIPTION: Prepare Financial Plans, Investment Policy Statements, Client Communications, Normal Financial Planning Activities 2) NWF ADVISORY SERVICES POSITION: Independent Advisor Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2017 ADDRESS: 11835 W. Olympic Boulevard, Suite #1155 East, Los Angeles CA 90064, United States DESCRIPTION: Manage fee-based accounts 3) TARA TRAUTSCH POSITION: Insurance NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2007 ADDRESS: 252 Pine Ave., Ste C, Pacific Grove CA 93950 DESCRIPTION: Provide Term and Long Term Care insurance to clients, if requested and needed by them. 4) MONTEREY CREDIT UNION POSITION: Board of Director (Volunteer Position) NATURE: Community Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/17/16 ADDRESS: 501 E. Franklin Street, Monterey, CA 93940 DESCRIPTION: Standard board of director duties, none of which include handling money or writing checks. 5) ELKHORN SLOUGH FOUNDATION POSITION: Board of Director & Vice President (Volunteer Position) NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2017 ADDRESS: 1700 Elkhorn Road, Watsonville CA 95076, United States DESCRIPTION: Standard board of director duties, none of which include handling money or writing checks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-01
• S63 Uniform Securities Agent State Law Examination
  2007-05-30

Designations

Other Names

• Tara Trautsch Migdale
• Tara Christel Trautsch
• Tara Christel Trautsch
• Tara Christel Trautsch
• Tara Trautsch Migdale
• Tara Christel Trautsch