Michael Lynn Tuz

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1. MICHAEL TUZ ADDRESS: 18400 VON KARMAN AVE STE 500 IRVINE CA 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY, FIXED ANNUITY, AND TRADITIONAL LIFE INSURANCE. START DATE: 06/01/1986 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2. SUCCESSOR TRUSTEE FOR HARRY TUZ AND CHRISTEEN TUZ LIVING TRUST ADDRESS: 18400 VON KARMAN AVE STE 500 IRVINE CA 92612 POSITION: Trustee NATURE: Harry Tuz is now deceased, and sister in law has been deemed incompetent to manage financial affairs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2019 DESCRIPTION: As successor trustee, I will be required to pay all of Christeen's expenses/bills and make sure there is sufficient cash flow being deposited into her accounts

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-03-11

Designations

• Chartered Financial Consultant