Michael Shawn Tanneberger

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

• 03/2005 → 10/2017
  National Planning Corporation
  Los Angeles, CA
• 10/2017 → Present
  Royal Alliance
  Coeur D'ALene, ID

Other Businesses

1. FIXED INRURANCE SALES (ATCHLEY FINANCIAL)-Y-1250 IRONWOOD DRIVE STE 226 COA, ID 83814-LIFE INSURANCE SALES-RESIDENT PRODUCER-11/13/2006-OHRS-OHRS-SALES 2. NOTARY PUBLIC FOR IDAHO POSITION: Notary NATURE: Notarize documents INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2006 ADDRESS: 601 Front Ave, Ste 203, Coeur d Alene ID 83814, United States DESCRIPTION: Notarize documents 3. COEUR D'ALENE ROTARY CLUB POSITION: member NATURE: 501 c3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2015 ADDRESS: 115 S Second St, Coeur d Alene ID 83814, United States DESCRIPTION: Attend weekly meetings/presentations 4. COEUR D'ALENE AREA CHAMBER OF COMMERCE POSITION: member NATURE: Service Organization INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: PO Box 850, Coeur d'Alene ID 83814, United States DESCRIPTION: None 5. ATCHLEY FINANCIAL GROUP POSITION: Registered Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2005 ADDRESS: 601 Front Ave, Suite 203, Coeur d Alene ID 83814, United States DESCRIPTION: Research, Trading 6. TANNEBERGER FAMILY TRUST POSITION: Grantor & Trustee NATURE: Family Living Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2021 ADDRESS: 2501 W Moselle Dr, Coeur d Alene ID 83815, United States DESCRIPTION: Manage family assets 7. CANOPY VILLAGE POSITION: Board of Directors NATURE: Idaho Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2025 ADDRESS: 1350 West Hanley Ave, Coeur d Alene ID 83815, United States DESCRIPTION: Help making operational and financial decisions relevant to operating a non-profit organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-28
• S63 Uniform Securities Agent State Law Examination
  2005-07-09