Michael Scott Wehner

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-05-29
TX	RA	APPROVED_RES	2024-09-30
WA	RA	APPROVED	2024-01-19

AZ RA
APPROVED

Since 2025-05-29
TX RA
APPROVED_RES

Since 2024-09-30
WA RA
APPROVED

Since 2024-01-19

Branch Locations

Buckeye, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Life Ins Co	Seattle	WA	05/2012	08/2019
Princor Financial Services Corp	Seattle	WA	05/2012	08/2019
Tru Financial Llc	Bellvue	WA	07/2015	Present
Woodbury Financial Services Inc	Bellevue	WA	08/2019	01/2024
Osaic Wealth, Inc.	Bellevue	WA	01/2024	Present

05/2012 → 08/2019

Principal Life Ins Co

Seattle, WA
05/2012 → 08/2019

Princor Financial Services Corp

Seattle, WA
07/2015 → Present

Tru Financial Llc

Bellvue, WA
08/2019 → 01/2024

Woodbury Financial Services Inc

Bellevue, WA
01/2024 → Present

Osaic Wealth, Inc.

Bellevue, WA

Previous Registrations

2019-08-29 → 2024-01-19

Woodbury Financial Services, Inc.

Bellevue, WA
2013-01-07 → 2019-09-11

Principal Securities, Inc.

Seattle, WA
2015-02-05 → 2015-02-11

Financial Advocates Investment Management

Bellevue, WA

Bellevue, WA

Olympia, WA

Other Businesses

1) TRU FINANCIAL, LLC POSITION: Owner & Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2011 ADDRESS: 11911 NE 1st Street, Suite 205, Bellevue WA 98005, United States DESCRIPTION: Selling life, disability, and long-term care insurance. Tru Financial is my DBA, so I run my entire financial service business through it. 2) ST. CLARE OF ASSISI CATHOLIC CHURCH POSITION: Finance Committee Member NATURE: Catholic Church parish INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/25/2025 ADDRESS: 17111 West Bell Road, Surprise AZ 85374, United States DESCRIPTION: Review financial documents in a committee format. These financial documents are about Parish finances, not investments. I will have no check writing authority, nor will I advise on investments. This is strictly about how much money is coming in and where to spend it in the budget. 3) ST. CLARE OF ASSISI CATHOLIC CHURCH POSITION: Christ Renews His Parish Lead NATURE: Non Profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 17111 W Bell Road, Surprise AZ 85374, United States DESCRIPTION: Men's bible study lead and weekend retreat organizer

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-01-03
S63	Uniform Securities Agent State Law Examination	2012-01-04

S65 Uniform Investment Adviser Law Examination

2013-01-03
S63 Uniform Securities Agent State Law Examination

2012-01-04

View on SEC IAPD