Michael Brandon Sayre

Current Employers

Employment History

• 09/2013 → 08/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 09/2013 → Present
  Penn Mutual Life Ins Co
  Horsham, PA
• 08/2016 → Present
  Insurance Shop Llc, The
  6440 Wasatch Blvd Suite 150, UT
• 08/2017 → 01/2024
  Woodbury Financial Services Inc
  Salt Lake City, UT
• 01/2024 → Present
  Osaic Wealth, Inc.
  Midvale, UT

Previous Registrations

• 2017-08-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Midvale, UT
  Salt Lake City, UT
  Bellevue, WA
• 2015-12-10 → 2017-09-01
  Hornor, Townsend & Kent, Llc
  Holladay, UT

Other Businesses

1) CUI WEALTH MANAGEMENT POSITION: Partner NATURE: DBA operating as LLC and insurance agency INVESTMENT RELATED: Yes HOURS: 40 SECURITY TRADING HOURS: 30 START DATE: 08/17/2017 ADDRESS: 7730 S Union Park Ave Ste 250, Midvale UT 84047 DESCRIPTION: Market investment and insurance services through Osaic and Crump Insurance. Handle daily operations excluding registered principal duties. Website pending approval. 2) CUI BENEFITS POSITION: Partner NATURE: Insurance agency and LLC INVESTMENT RELATED: Yes HOURS: 20 SECURITY TRADING HOURS: 10 START DATE: 08/14/2017 ADDRESS: 7730 S Union Park Ave Ste 250, Midvale UT 84047 DESCRIPTION: Marketing and data input for quotes. Jason Knight serves as primary decision maker; Tanner Owens focuses on marketing. 3) CUI AGENCY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes HOURS: 5 SECURITY TRADING HOURS: 5 START DATE: 08/21/2017 ADDRESS: 7730 S Union Park Ave Ste 250, Midvale UT 84047 DESCRIPTION: Market property and casualty coverage; refer prospects to team for deeper analysis. Serve as agent only, not owner. 4) SALT LAKE SHRM DIRECTOR OF SPONSORSHIP POSITION: Director of Sponsorship NATURE: Professional Society INVESTMENT RELATED: No HOURS: 12 SECURITY TRADING HOURS: 3 START DATE: 01/01/2022 ADDRESS: 7730 S Union Park Ave Ste 250, Midvale UT 84047 DESCRIPTION: Board member supporting HR certifications, training, and education. Unpaid role. 5) MOUNTAINWEST CAPITAL NETWORK POSITION: Officer NATURE: Association INVESTMENT RELATED: No HOURS: 8 SECURITY TRADING HOURS: 4 START DATE: 02/13/2025 ADDRESS: 15 W South Temple Salt Lake City UT 84101 DESCRIPTION: Participate in committee meetings throughout the year. 6) SALT LAKE SHRM INVESTMENT COMMITTEE POSITION: Committee Member NATURE: SHRM board committee INVESTMENT RELATED: Yes HOURS: 1 SECURITY TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: P.O. Box 1919, Salt Lake City UT 84110 DESCRIPTION: Develop IPS, review investments, fees, and performance, evaluate alternatives, and report findings to board. No authority to implement changes. 7) VARRO CAPITAL GROUP POSITION: Owner NATURE: Varro Capital Group is a DBA. It will operate as an LLC and will also be registered as an insurance agency. Ultimately, the new company will replace CUI Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/10/2026 ADDRESS: 7730 S Union Park Ave, Suite 250, Midvale UT 84047, United States DESCRIPTION: My duties include marketing investment and insurance services, which are conducted through Osaic Wealth, ourbroker-dealer. Our insurance services will be through Crump Insurance. Aside from marketing, I will be running manyof the day-to-day operations, aside from those duties of a registered principal (as I am not one). We will be sending ina website for approval shortly.12. Do you promote this activity on

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-24
• S63 Uniform Securities Agent State Law Examination
  2013-10-18

Other Names

• Michael Sayre